Consultative Financial Advisor for Client Growth

Old Mutual Finance (Pty) Ltd; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in Gauteng seeks a service- and solution-driven advisor to provide product guidance to a defined market, and to achieve results through personal effort.

You will handle inquiries, maintain CRM data, develop relationships with customers, and support business development while following compliance standards. This role requires strong communication and a customer-centric mindset. Join a leading financial services group that values client needs and professional growth.

Qualifications

• NQF Level 4 - Grade 12 or equivalent is required.
• Experience in customer service and sales support.
• Familiarity with data entry and CRM processes.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and record follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Provide first point of contact for resolving customer queries and complaints.
• Follow procedures to ensure quality standards and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers through referrals and recommendations.
• Input data from information provided into spreadsheets or standard formats.
• Demonstrate networking by engaging with a broad ecosystem of stakeholders.

Skills

Consultative Selling

Customer Service

Customer Focused

Customer Understanding

Oral Communications

Probing Questions

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Finance (Pty) Ltd in Gauteng seeks a service- and solution-driven advisor to provide product guidance to a defined market, and to achieve results through personal effort.

You will handle inquiries, maintain CRM data, develop relationships with customers, and support business development while following compliance standards. This role requires strong communication and a customer-centric mindset. Join a leading financial services group that values client needs and professional growth.