Client-Centric Financial Solutions Advisor

Old Mutual Limited; Umlazi; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a customer-focused adviser to manage a defined range of products for a specific market. You will deliver high-quality service, conduct needs clarification, and develop customer relationships.

You will handle inquiries, maintain CRM data, and contribute to business development by identifying sales opportunities and following established procedures. Closing date: 10 September 2026.

Qualifications

• High School (Grade 12) required.

Responsibilities

• Provide customer service and handle inquiries in line with standard processes.
• Perform solutions analysis to ensure compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, escalating complex matters to colleagues.
• Maintain CRM data accuracy and document follow-up actions from sales calls.

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

Education

High School (Grade 12) (Required)

Job description

Old Mutual Limited in South Africa is seeking a customer-focused adviser to manage a defined range of products for a specific market. You will deliver high-quality service, conduct needs clarification, and develop customer relationships.

You will handle inquiries, maintain CRM data, and contribute to business development by identifying sales opportunities and following established procedures. Closing date: 10 September 2026.