Growth-Oriented Financial Adviser - Africa Opportunity

Old Mutual South Africa; Kroonstad; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service and sales support professional in South Africa. You will handle standard inquiries, perform solutions analysis, and assist visitors while ensuring CRM data accuracy.

Join a team focused on building relationships, developing opportunities, and ensuring regulatory compliance through accurate data handling and proactive customer care.

Qualifications

• Minimum NQF Level 4 or equivalent is required.
• Grade 12/school leaving certificate or equivalent.

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 using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks.
• Identify potential customers by referrals and recommendations.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by engaging with a wider network.

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 South Africa is seeking a customer service and sales support professional in South Africa. You will handle standard inquiries, perform solutions analysis, and assist visitors while ensuring CRM data accuracy.

Join a team focused on building relationships, developing opportunities, and ensuring regulatory compliance through accurate data handling and proactive customer care.