Growth-Focused Financial Adviser

Old Mutual Limited; Bethlehem, Lindley, Reitz; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Limited in Bethlehem, South Africa, is seeking an Advancing Financial Adviser for Bethlehem, Lindley and Reitz to engage clients, clarify needs and build lasting relationships through calls and in-person meetings. The role focuses on identifying opportunities and delivering tailored financial solutions within a compliant framework.

The position emphasizes CRM data integrity, routine inquiries, and sales support.

Qualifications

• NQF Level 4 or Grade 12 or equivalent.
• National or Occupational Certificate or equivalent.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate CRM data and note follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Prospect to develop relationships and identify opportunities.
• Follow procedures to ensure quality and regulatory compliance.
• Support business development tasks per established procedures.
• Identify potential customers from referrals.
• Enter data into spreadsheets or standard formats.

Skills

Consultative Selling

Customer Focus

Oral Communications

Qualifying Prospects

Sales Data Management

Education

Grade 12 / NQF4

National/Occupational Certificate

Tools

CRM Software

Data Management Tools

Job description

Old Mutual Limited in Bethlehem, South Africa, is seeking an Advancing Financial Adviser for Bethlehem, Lindley and Reitz to engage clients, clarify needs and build lasting relationships through calls and in-person meetings. The role focuses on identifying opportunities and delivering tailored financial solutions within a compliant framework.

The position emphasizes CRM data integrity, routine inquiries, and sales support.