Advancing Financial Advisor

Old Mutual; Vryburg; On-site; ZAR 180,000 - 220,000; Full time

Job summary

A leading financial services company in Vryburg is seeking a customer service representative to handle inquiries and build relationships with customers. Candidates must have consultative selling skills and an NQF Level 5 qualification. This role emphasizes customer interactions and compliance with service standards.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with requests for information.
• Interview customers to clarify their requirements.
• Develop relationships with potential customers and provide a first point of contact for queries.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Evaluating Information

Identifying Customer Needs

Oral Communications

Probing Questions

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this commitment.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions promised, along with notes of actions taken during each sales call.
• Interview customers, following a multilevel sales script, to clarify their requirements.
• Make calls (by telephone or in person) to potential customers to develop relationships and provide a first point of contact for resolving queries and complaints.
• Follow mandatory procedures to ensure work quality and compliance with regulatory and internal standards.
• Support routine business development tasks and assist others by following established procedures.
• Identify potential customers through information gathering, referrals, and recommendations from existing customers.
• Select and input appropriate data into spreadsheets or standard formats.
• Participate in and contribute to a network of people, technologies, and ideas both inside and outside the company to demonstrate the value of networking.

Skills

• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Evaluating Information
• Identifying Customer Needs
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

29 September 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!