Growth-Driven Financial Adviser - CRM & Client Impact

Old Mutual Limited; Potchefstroom; On-site; ZAR 200,000 - 320,000; Full time

Job summary

Old Mutual Limited in Potchefstroom is seeking an Advancing Financial Adviser to support customer service, prospecting and relationship development. You will handle inquiries, clarify customer needs, and follow sales scripts to advance opportunities within a regulated environment.

The role emphasizes data accuracy in CRM, compliance, and routine reporting, while collaborating with colleagues across teams to resolve queries and grow client relationships.

Qualifications

• Experience in customer service and sales environments preferred.
• Ability to follow multi-step sales scripts and document interactions.
• Strong data entry and CRM data hygiene practices.

Responsibilities

• Carry out standard customer service activities and respond to inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and route complex matters to colleagues.
• Ensure CRM data accuracy and log follow-up actions.
• Interview customers to clarify requirements using a multilevel script.
• Make calls to build relationships and be first contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support business development tasks and follow established procedures.
• Identify potential customers through referrals and networking.
• Extract data from information provided and input into standard formats.
• Demonstrate value of networking across internal and external stakeholders.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Understanding

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 or higher

Job description

Old Mutual Limited in Potchefstroom is seeking an Advancing Financial Adviser to support customer service, prospecting and relationship development. You will handle inquiries, clarify customer needs, and follow sales scripts to advance opportunities within a regulated environment.

The role emphasizes data accuracy in CRM, compliance, and routine reporting, while collaborating with colleagues across teams to resolve queries and grow client relationships.