Financial Adviser: Consultative Sales & Growth

EdUpStairs; De Aar; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in De Aar, Northern Cape, South Africa, invites applications for an on-site role focused on customer service, solutions analysis and business development. You will manage CRM data, clarify customer needs, and develop relationships through calls and visits, following established sales scripts to resolve inquiries.

The position emphasises compliance with standards, multi-level customer engagement, and data-driven follow-up actions within a supportive team environment.

Qualifications

• Carry out standard customer service activities and handle simple customer inquiries.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Tools

CRM Software

Job description

Old Mutual Limited in De Aar, Northern Cape, South Africa, invites applications for an on-site role focused on customer service, solutions analysis and business development. You will manage CRM data, clarify customer needs, and develop relationships through calls and visits, following established sales scripts to resolve inquiries.

The position emphasises compliance with standards, multi-level customer engagement, and data-driven follow-up actions within a supportive team environment.