Financial Advisory & Client Growth Specialist

Old Mutual Limited; Vanderbijlpark; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited in Vanderbijlpark invites applications for the Advancing Financial Adviser role serving Vanderbijlpark, Sasolburg, Sebokeng and Evaton. You will handle customer inquiries, develop relationships, and support sales activities while maintaining CRM data integrity.

The role emphasizes needs clarification, prospecting and compliant operations. A relevant NQF Level 5 qualification is required, with strong communication and customer-focused skills.

Qualifications

• Experience in customer service and sales support.
• Ability to interview customers and clarify requirements.
• Knowledge of CRM systems and data entry processes.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and direct them or escalate as needed.
• Ensure CRM data accuracy and log follow-up actions.

Skills

Consultative Selling

Customer Service

Customer Feedback

Prospecting

Sales Data Management

CRM Data Entry

Oral Communications

Qualifying Prospects

Education

NQF Level 5 or higher

Tools

CRM Software

Spreadsheet Tools

Job description

Old Mutual Limited in Vanderbijlpark invites applications for the Advancing Financial Adviser role serving Vanderbijlpark, Sasolburg, Sebokeng and Evaton. You will handle customer inquiries, develop relationships, and support sales activities while maintaining CRM data integrity.

The role emphasizes needs clarification, prospecting and compliant operations. A relevant NQF Level 5 qualification is required, with strong communication and customer-focused skills.