Growth-Focused Financial Adviser: CRM & Sales

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual is seeking an Advancing Financial Adviser in Klerksdorp to handle customer inquiries, clarify needs, and develop relationships with potential clients. You will follow a multilevel sales script and ensure data accuracy in CRM systems while supporting routine compliance and sales tasks.

The role emphasizes customer-focused service, proactive prospecting, and diligent follow-up to convert inquiries into opportunities in a high-volume environment.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate 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 basic customer details in the CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and act as first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by obtaining information from existing customers and referrals.
• Extract and input data from information to spreadsheets or standard formats.
• Demonstrate value of networking and participate in a network of people, technologies, and ideas.

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 (Required)

Tools

CRM Systems

Job description

Old Mutual is seeking an Advancing Financial Adviser in Klerksdorp to handle customer inquiries, clarify needs, and develop relationships with potential clients. You will follow a multilevel sales script and ensure data accuracy in CRM systems while supporting routine compliance and sales tasks.

The role emphasizes customer-focused service, proactive prospecting, and diligent follow-up to convert inquiries into opportunities in a high-volume environment.