Growth-Oriented Financial Adviser

Old Mutual Limited; South Africa; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited in Bethlehem seeks an Advancing Financial Adviser to deliver customer-centric financial guidance and services. You will handle inquiries, assess needs, and develop relationships through consultative selling, following established sales scripts and compliance standards.

The role emphasizes customer service excellence, data integrity in CRM, and proactive prospecting to grow the client base while supporting regulatory and internal codes of conduct.

Qualifications

• Carry out standard customer service activities and handle simple inquiries.
• Interview customers to clarify requirements using a multilevel sales script.
• Identify potential customers through referrals and existing customers.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Refer complex matters to colleagues as needed.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures for quality and regulatory compliance.
• Support routine business development activities.
• Identify sales opportunities from customer information.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Networking

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Tools

CRM Systems

Job description

Old Mutual Limited in Bethlehem seeks an Advancing Financial Adviser to deliver customer-centric financial guidance and services. You will handle inquiries, assess needs, and develop relationships through consultative selling, following established sales scripts and compliance standards.

The role emphasizes customer service excellence, data integrity in CRM, and proactive prospecting to grow the client base while supporting regulatory and internal codes of conduct.