Africa-Focused Financial Adviser

Old Mutual South Africa; Parys; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service and sales support professional in South Africa. You will carry out standard customer service activities, handle inquiries, maintain accurate CRM data, and begin conversations to clarify customer requirements and potential needs.

You will follow mandatory procedures to ensure quality, assist with routine business development, identify sales opportunities, and record follow-up actions with customers and colleagues to strengthen relationships.

Qualifications

• Customer service and sales skills aligned with standard processes.
• CRM data accuracy and follow-up action notes.
• Ability to identify customer needs and sales opportunities.

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 information requests, referring complex matters.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements and potential needs.
• Make calls to develop relationships with potential customers.
• Follow mandatory procedures to ensure quality and compliance.
• Support routine business development tasks per procedures.
• Identify potential customers from referrals and recommendations.
• Select data and input into spreadsheets or standard formats.
• Participate in a network of people, technologies, and ideas inside/outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Education

NQF Level 5 or higher

Job description

Old Mutual South Africa is seeking a customer service and sales support professional in South Africa. You will carry out standard customer service activities, handle inquiries, maintain accurate CRM data, and begin conversations to clarify customer requirements and potential needs.

You will follow mandatory procedures to ensure quality, assist with routine business development, identify sales opportunities, and record follow-up actions with customers and colleagues to strengthen relationships.