Growth-Minded Financial Adviser: Client Needs & Sales

Old Mutual Limited; Vanderbijlpark; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited invites applications for an Advancing Financial Adviser covering Vanderbijlpark, Sasolburg, Sebokeng and Evaton. You will deliver standard customer service, assess inquiries, manage CRM data, and develop customer relationships using a multilevel sales script.

Compliance and data accuracy are essential. You will also identify sales opportunities, conduct prospecting calls, and support business development efforts within a regulated framework.

Qualifications

• Experience in customer service and basic inquiries.
• Ability to follow a multilevel sales script.
• CRM data accuracy and recording follow‑ups.
• Spreadsheet/data entry and basic data management.

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.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Make calls to develop relationships and respond to inquiries.
• Follow mandatory procedures for compliance and quality.
• Provide routine business development support.
• Identify potential customers from referrals and information.
• 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 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited invites applications for an Advancing Financial Adviser covering Vanderbijlpark, Sasolburg, Sebokeng and Evaton. You will deliver standard customer service, assess inquiries, manage CRM data, and develop customer relationships using a multilevel sales script.

Compliance and data accuracy are essential. You will also identify sales opportunities, conduct prospecting calls, and support business development efforts within a regulated framework.