Growth-Focused Financial Adviser

Old Mutual Limited; Welkom; On-site; ZAR 260,000 - 420,000; Full time

Job summary

Old Mutual Limited in Welkom invites applications for an Advancing Financial Adviser role. You will engage customers, qualify needs, and drive financial solutions with a focus on service and regulatory compliance.

The position demands strong relationship skills, consultative selling, and adherence to processes to create sustainable client value in a dynamic financial services environment.

Qualifications

• NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent (Required)

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure basic customer details in CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel script.
• Make calls to develop relationships and be the first contact for queries and complaints.
• Follow procedures to ensure quality and regulatory compliance.
• Provide routine business development support and follow established procedures.
• Identify potential customers through referrals and existing client information.
• Extract and input relevant data into standard formats.
• Demonstrate networking value by engaging with internal and external networks.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 5 – Higher or Equivalent

Tools

CRM Software

Spreadsheet Tools

Job description

Old Mutual Limited in Welkom invites applications for an Advancing Financial Adviser role. You will engage customers, qualify needs, and drive financial solutions with a focus on service and regulatory compliance.

The position demands strong relationship skills, consultative selling, and adherence to processes to create sustainable client value in a dynamic financial services environment.