Growth-Focused Financial Adviser | Consultative Sales & CRM

Old Mutual Limited; Kroonstad; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Kroonstad is hiring an Advancing Financial Adviser. You will perform customer service, assess needs, and develop relationships with potential clients. You will follow a scripted approach to clarify requirements and support business development.

The role emphasizes compliance, data accuracy, and proactive customer engagement. Ideal candidates have at least a Grade 12/NQF4 and experience in customer service or sales.

Qualifications

• NQF Level 4 qualification is required.
• Experience in customer service and sales environments is valued.

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 refer complex matters to colleagues.
• Ensure customer details in CRM are accurate and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocate potential customers and develop relationships.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Assist with routine business development tasks following established procedures.
• Identify potential customers by obtaining information, referrals and recommendations.
• Input data into spreadsheets or standard formats.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited in Kroonstad is hiring an Advancing Financial Adviser. You will perform customer service, assess needs, and develop relationships with potential clients. You will follow a scripted approach to clarify requirements and support business development.

The role emphasizes compliance, data accuracy, and proactive customer engagement. Ideal candidates have at least a Grade 12/NQF4 and experience in customer service or sales.