Strategic Financial Adviser—Growth & CRM

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

Job summary

Old Mutual Limited in Bloemfontein is seeking an Advancing Financial Adviser to support customer service tasks, assess compliance, and develop customer relationships through a multilevel sales script. You will gather information, handle inquiries, and refer complex matters to colleagues as needed.

This role emphasizes data accuracy in CRM, prospecting, and balancing stakeholder needs while adhering to policy and regulatory requirements. Strong communication and service focus are essential.

Qualifications

• NQF Level 5 or higher (Higher, Advance or Occupational Certificate or equivalent) required.

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.

Skills

Consultative selling

Customer service

CRM data management

Probing questions

Identifying customer needs

Qualifying prospects

Oral communications

Sales data management

Strategic selling

Customer relationship development

Education

NQF Level 5 or higher

Job description

Old Mutual Limited in Bloemfontein is seeking an Advancing Financial Adviser to support customer service tasks, assess compliance, and develop customer relationships through a multilevel sales script. You will gather information, handle inquiries, and refer complex matters to colleagues as needed.

This role emphasizes data accuracy in CRM, prospecting, and balancing stakeholder needs while adhering to policy and regulatory requirements. Strong communication and service focus are essential.