Financial Solutions Advisor — Customer Growth & Advisory

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Bloemfontein (Rocklands) is seeking a Financial Consultant to provide tailored advice on a range of products to a designated market. You will manage customer inquiries, maintain CRM data accuracy, and build lasting relationships through proactive outreach.

The role emphasizes customer-focused service, compliance with standards, and proactive business development to grow a client base in a dynamic financial services environment.

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 information requests, referring more complex matters to colleagues.
• Ensure basic customer details in the CRM are accurate and note follow-ups and actions.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• Follow a range of mandatory procedures to ensure work meets quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following procedures.
• Identify potential customers by obtaining referrals and recommendations from existing customers.
• Select data from information provided by others and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual Limited in Bloemfontein (Rocklands) is seeking a Financial Consultant to provide tailored advice on a range of products to a designated market. You will manage customer inquiries, maintain CRM data accuracy, and build lasting relationships through proactive outreach.

The role emphasizes customer-focused service, compliance with standards, and proactive business development to grow a client base in a dynamic financial services environment.