Financial Solutions Advisor – Africa Growth

oldmutual; Welkom; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in South Africa seeks a customer-focused advisor to provide product guidance within a defined market. You will develop relationships through direct outreach, handle inquiries, and maintain accurate CRM data, while upholding compliance and company policies.

The role emphasizes prospecting, data entry, and the ability to translate customer needs into suitable product solutions. A National Certification is required for application and progression.

Qualifications

• National Certification (Nat Cert) is required.
• Experience in customer service and sales is preferred.
• Familiarity with company policies and credit policies is advantageous.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, escalating complex matters.
• Ensure CRM data accuracy and log follow-up actions from sales calls.
• Interview customers to clarify requirements following a sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to maintain quality and regulatory compliance.
• Support routine business development activities and follow established procedures.
• Identify potential customers by referrals and recommendations.
• Input data into spreadsheets or standard formats for analysis.
• Demonstrate networking awareness by participating in networks of people and ideas.

Skills

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

National Certification (Nat Cert)

Job description

Old Mutual in South Africa seeks a customer-focused advisor to provide product guidance within a defined market. You will develop relationships through direct outreach, handle inquiries, and maintain accurate CRM data, while upholding compliance and company policies.

The role emphasizes prospecting, data entry, and the ability to translate customer needs into suitable product solutions. A National Certification is required for application and progression.