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2,381
Finance jobs in South Africa
Advancing Financial Adviser
Old Mutual South Africa
Vanderbijlpark
On-site
ZAR 200,000 - 300,000
30+ days ago
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Commissioned Financial Adviser
Old Mutual South Africa
Mbombela
On-site
ZAR 200,000 - 300,000
30+ days ago
Financial Planner - Roodepoort - Marked related salary
The Legends Agency
Roodepoort
On-site
ZAR 200,000 - 300,000
30+ days ago
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Connect with headhunters to apply for similar jobsAspiring Financial Adviser
Old Mutual Life Assurance Company (SA) Ltd (PFA)
Mbombela
On-site
ZAR 250,000 - 400,000
30+ days ago
MFC Salaried Financial Advisor (Talent Pool)
Old Mutual South Africa
Empangeni
On-site
ZAR 180,000 - 250,000
30+ days ago
Branch Consultant/ Financial Advisor - Bethlehem
Sanlam
Bethlehem
On-site
ZAR 300,000 - 400,000
30+ days ago
Snr Accountant / Assistant Financial Manager - (North West)
Estelle Nel Recruitment
Cape Town
On-site
ZAR 600,000 - 800,000
30+ days ago
Advancing Financial Adviser
Old Mutual South Africa
Vanderbijlpark
On-site
ZAR 200 000 - 300 000
Full time
30+ days ago
Job summary
A prominent financial services firm in Gauteng is looking for a Customer Service Representative to manage customer inquiries, maintain CRM data, and assist in business development. The ideal candidate should have strong sales and customer service skills. Applicants must hold NQF Level 5 qualifications. This role provides an opportunity to enhance customer relationships and ensure operational compliance.
Qualifications
- Ability to communicate effectively and build networks.
- Experience in customer service and sales environments.
- Strong analytical skills for compliance and quality standards.
Responsibilities
- Carry out standard customer service activities.
- Manage CRM data and customer inquiries.
- Support business development tasks.
Skills
Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Oral Communications
Identifying Sales Opportunities
Education
NQF Level 5 - Higher, Advance or Occupational Certificate
Job description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Responsibilities
Customer Service
Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
21 September 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Responsibilities
Customer Service
Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
21 September 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.