Client-Centric Financial Advisor

oldmutual; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is recruiting for a customer-focused role that delivers advisory support on a range of products. You will handle inquiries, qualify leads, and build relationships with potential customers while ensuring data accuracy in CRM and adherence to standards.

The role emphasizes consultative selling, prospecting, and proactive engagement with allocated customers to drive growth. Strong communication and compliance with procedures are essential.

Qualifications

• Requires NQF Level 4 or equivalent.
• Grade 12 completed or higher.
• National or Occupational Certificate or equivalent.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and address inquiries.
• Maintain accurate customer data in CRM and note follow-up actions.
• Develop customer relationships and identify sales opportunities.
• Follow established procedures to ensure quality and compliance.
• Assist with routine business development tasks and follow-ups.

Skills

Consultative Selling

Customer Service

Sales Opportunities

CRM Data

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Customer Relationships

Oral Communications

Education

NQF Level 4

Grade 12

National/Occupational Certificate

Tools

Sales Software

CRM System

Job description

Old Mutual South Africa is recruiting for a customer-focused role that delivers advisory support on a range of products. You will handle inquiries, qualify leads, and build relationships with potential customers while ensuring data accuracy in CRM and adherence to standards.

The role emphasizes consultative selling, prospecting, and proactive engagement with allocated customers to drive growth. Strong communication and compliance with procedures are essential.