Financial Adviser: Growth & Solutions Champion

Old Mutual Limited; Noord-Kaap; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking an Advancing Financial Adviser to support customers in De Aar, Douglas, Hartswater, and Kimberley. You will interview clients to clarify needs, drive financial solutions, and manage CRM data.

The role emphasizes consultative selling, relationship development, and compliance with regulatory codes. This full-time position requires a completion of NQF Level 5 or equivalent and a closing date of 19 September 2026.

Qualifications

• Customer-facing experience preferred.
• Familiar with sales scripts and CRM systems.
• Ability to operate in a fast-paced environment.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Ensure customer details in CRM are accurate and notes are recorded.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to develop relationships and be first point of contact for queries.
• Follow procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining referrals and recommendations.
• Select data from information provided and input into standard formats.
• Demonstrate networking by engaging with a network of people and ideas.

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

Job description

Old Mutual South Africa is seeking an Advancing Financial Adviser to support customers in De Aar, Douglas, Hartswater, and Kimberley. You will interview clients to clarify needs, drive financial solutions, and manage CRM data.

The role emphasizes consultative selling, relationship development, and compliance with regulatory codes. This full-time position requires a completion of NQF Level 5 or equivalent and a closing date of 19 September 2026.