Financial Solutions Advisor: Africa Growth & Impact

Old Mutual Finance (Pty) Ltd; Bloemfontein; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual invites you to join a team that delivers advice on a broad range of financial products to a defined market. The role centers on customer service, CRM data accuracy, and proactive relationship development, while adhering to regulatory standards.

Key duties include assisting customers, verifying information, and supporting business growth through prospecting and data-driven insights, in line with company procedures.

Qualifications

• Experience in client-facing roles and basic data handling.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assist with CRM data accuracy and log follow-up actions.
• Receive visitors and provide information or refer complex matters to colleagues.
• Interview customers to clarify needs using a multilevel sales approach.
• Identify potential customers and support routine business development tasks.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Tools

Spreadsheets

Job description

Old Mutual invites you to join a team that delivers advice on a broad range of financial products to a defined market. The role centers on customer service, CRM data accuracy, and proactive relationship development, while adhering to regulatory standards.

Key duties include assisting customers, verifying information, and supporting business growth through prospecting and data-driven insights, in line with company procedures.