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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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Financial Manager

Exceed Human Resource Consultants

Paarl
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Manager

Marriott Hotels Resorts

Mbombela
On-site
ZAR 200,000 - 300,000
30+ days ago

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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Financial Manager / Accountant

Dante Personnel

Cape Town
On-site
ZAR 200,000 - 300,000
30+ days ago

Advancing Financial Adviser

Old Mutual

Welkom
On-site
ZAR 200,000 - 300,000
30+ days ago

Advancing Financial Adviser

Old Mutual

Bloemfontein
On-site
ZAR 200,000 - 300,000
30+ days ago
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Aspiring Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Mbombela
On-site
ZAR 250,000 - 400,000
30+ days ago

Salaried Financial Advisor

Old Mutual

Phalaborwa
On-site
ZAR 300,000 - 400,000
30+ days ago

Commissioned Financial Advisor

Old Mutual

Carletonville
On-site
ZAR 300,000 - 400,000
30+ days ago

Advancing Financial Advisor

Old Mutual

Vryburg
On-site
ZAR 180,000 - 220,000
30+ days ago

MFC Salaried Financial Advisor (Talent Pool)

Old Mutual South Africa

Empangeni
On-site
ZAR 180,000 - 250,000
30+ days ago

Salaried Financial Advisor

Old Mutual South Africa

Malamulele
On-site
ZAR 300,000 - 400,000
30+ days ago

Aspiring Financial Adviser

Old Mutual South Africa

Paarl
On-site
ZAR 200,000 - 300,000
30+ days ago

Branch Consultant/ Financial Advisor - Bethlehem

Sanlam

Bethlehem
On-site
ZAR 300,000 - 400,000
30+ days ago

Branch Consultant/ Financial Advisor - Kuruman

Sanlam

Kuruman
On-site
ZAR 300,000 - 400,000
30+ days ago

Branch Consultant/ Financial Advisor - Taung

Sanlam

Mahikeng
On-site
ZAR 200,000 - 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

Group Financial Controller

Michael Page

Johannesburg
On-site
ZAR 800,000 - 1,200,000
30+ days ago

Advancing Financial Advisor

Old Mutual

Kathu
On-site
ZAR 200,000 - 300,000
30+ days ago

Financial Accountant

Humankind Group

Centurion
On-site
ZAR 300,000 - 600,000
30+ days ago

Branch Consultant/ Financial Advisor - Phuthaditjhaba

Sanlam

Phuthaditjhaba
On-site
ZAR 300,000 - 400,000
30+ days ago

Advancing Financial Advisor

Old Mutual

Kuruman
On-site
ZAR 150,000 - 250,000
30+ days ago

Construction Contracts Manager

Mpower Talent Acquisition

Cape Town
On-site
ZAR 800,000 - 1,200,000
30+ days ago

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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!
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* 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.

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