Client-Centric Financial Advisor

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Cape Town invites you to join a team focused on advising clients, handling inquiries, and building lasting relationships across a defined market. You will perform CRM data checks, clarify customer needs, and support business development while following mandatory compliance procedures.

This role emphasizes consultative selling, customer service excellence, and proactive prospecting to identify opportunities and deliver solutions.

Qualifications

• Experience advising on a range of products to a defined market.
• Ability to handle inquiries and provide clear information.
• Follows established procedures and compliance codes.

Responsibilities

• Provide advice on products to a specific market and achieve results through your own efforts.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring more complex matters to colleagues.
• Ensure customer details in CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be the first point of contact for queries.
• Follow mandatory procedures to ensure work meets quality standards and regulatory codes.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining referrals and recommendations from existing customers.
• Select data and input into spreadsheets or standard formats.
• Demonstrate networking by participating in a network of people, technologies, and ideas.

Skills

Consultative selling

Customer feedback

Customer focus

Customer service

Customer understanding

Information evaluation

Identify needs

Identify opportunities

Oral communication

Probing questions

Qualify prospects

Sales data management

Sales software

Strategic selling

Relationship building

Job description

Old Mutual Limited in Cape Town invites you to join a team focused on advising clients, handling inquiries, and building lasting relationships across a defined market. You will perform CRM data checks, clarify customer needs, and support business development while following mandatory compliance procedures.

This role emphasizes consultative selling, customer service excellence, and proactive prospecting to identify opportunities and deliver solutions.