Client-Centric Financial Advisor

Old Mutual Finance (Pty) Ltd; Noord-Kaap; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa seeks a Customer Service and Sales Advisor to advise on a range of products for a defined market. You will handle inquiries, manage CRM data, and develop relationships.

The role emphasizes compliant processes, prospecting, and converting opportunities. A National Certification is required and you will join a team focused on delivering value to customers.

Qualifications

• National Certification required.
• Strong communication and numeracy skills.
• Ability to sell and build relationships with customers.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and direct information requests.
• Maintain CRM data accuracy and document follow-up actions.

Skills

Ability to Sell

Communication

Policy Adherence

Credit Policies

Customer Centric Selling

Digital Literacy

Interpersonal Skills

Numeracy

Stakeholder Management

Education

Nat Cert

Job description

Old Mutual Finance (Pty) Ltd in South Africa seeks a Customer Service and Sales Advisor to advise on a range of products for a defined market. You will handle inquiries, manage CRM data, and develop relationships.

The role emphasizes compliant processes, prospecting, and converting opportunities. A National Certification is required and you will join a team focused on delivering value to customers.