Strategic Financial Advisor — Growth & Client Relationships

Old Mutual Limited; Bethlehem; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a proactive Customer Service / Sales Support professional. You will perform standard customer service activities, handle inquiries, and assist with data accuracy in our CRM.

You will contact potential customers to build relationships and capture follow-up actions for ongoing sales opportunities. The role emphasizes compliance with procedures, multi-step needs clarification, and effective communication to resolve queries and contribute to business

Qualifications

• Minimum NQF Level 5 qualification or equivalent.
• Closing date: 19 September 2026, 23:59 (EEO considerations apply).

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 that 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 and be first contact for queries.

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 in South Africa is seeking a proactive Customer Service / Sales Support professional. You will perform standard customer service activities, handle inquiries, and assist with data accuracy in our CRM.

You will contact potential customers to build relationships and capture follow-up actions for ongoing sales opportunities. The role emphasizes compliance with procedures, multi-step needs clarification, and effective communication to resolve queries and contribute to business