Growth-Focused Financial Adviser

Old Mutual Limited; Klerksdorp; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited is recruiting an Advancing Financial Adviser in Klerksdorp and surrounding areas. You will handle customer inquiries, clarify needs using a multilevel sales script, and develop relationships with potential clients.

The role emphasizes compliance with standards, data accuracy in CRM, and proactive customer support to resolve queries. The position supports business development and routine sales activities across multiple locations, aligning with Old Mutual’s customer-focused

Qualifications

• NQF Level 5 or higher or equivalent required.

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 complex matters to colleagues.
• Ensure customer details in CRM are accurate and notes are taken for follow-upAction.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited is recruiting an Advancing Financial Adviser in Klerksdorp and surrounding areas. You will handle customer inquiries, clarify needs using a multilevel sales script, and develop relationships with potential clients.

The role emphasizes compliance with standards, data accuracy in CRM, and proactive customer support to resolve queries. The position supports business development and routine sales activities across multiple locations, aligning with Old Mutual’s customer-focused