Growth-Focused Financial Advisor

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

Job summary

Old Mutual Limited in South Africa is seeking an Advancing Financial Adviser to engage customers in Vryburg, Postmasburg, Kuruman, and Kathu. You will provide exceptional service, qualify needs, and deliver tailored financial solutions while maintaining accurate CRM data.

Responsibilities include prospecting, handling inquiries, following sales scripts, and ensuring compliance with regulatory codes. A higher-level certificate (NQF 5) is required, and you will work within a team to grow client

Qualifications

• NQF Level 5 certificate or equivalent is required.

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.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to develop relationships with potential customers.
• Follow mandatory procedures for quality and regulatory compliance.
• Carry out routine business development support tasks.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 Certificate

Tools

Sales Software

Job description

Old Mutual Limited in South Africa is seeking an Advancing Financial Adviser to engage customers in Vryburg, Postmasburg, Kuruman, and Kathu. You will provide exceptional service, qualify needs, and deliver tailored financial solutions while maintaining accurate CRM data.

Responsibilities include prospecting, handling inquiries, following sales scripts, and ensuring compliance with regulatory codes. A higher-level certificate (NQF 5) is required, and you will work within a team to grow client