Strategic Financial Growth Adviser

Old Mutual South Africa; De Aar; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to perform standard service activities, handle inquiries, and receive visitors.

You will assess compliance with norms, maintain CRM data, and follow a multilevel sales script to clarify customer needs.

This role supports business development by identifying opportunities, documenting actions, and ensuring quality through regulatory codes.

Qualifications

• NQF Level 5 or equivalent is required.
• Prior experience in consultative selling or customer service is preferred.

Responsibilities

• Provide standard customer service and handle inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain CRM data accuracy and log follow-up actions.
• Clarify customer needs using a multilevel sales script.
• Develop relationships with prospective customers and serve as first contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development and assist others by following procedures.
• Identify potential customers via referrals to create sales opportunities.
• Input data into spreadsheets or standard formats as required.
• Engage in networking to connect with internal and external stakeholders.

Skills

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Understanding

Education

NQF Level 5

Job description

Old Mutual South Africa is seeking a customer-focused professional to perform standard service activities, handle inquiries, and receive visitors.

You will assess compliance with norms, maintain CRM data, and follow a multilevel sales script to clarify customer needs.

This role supports business development by identifying opportunities, documenting actions, and ensuring quality through regulatory codes.