Advancing Financial Adviser- PolokwaneOld Mutual • Polokwane, ZA
Advancing Financial Adviser- Polokwane
Old Mutual • Polokwane, ZA
30+ days ago
Job descriptionCarry 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 various requests for information, referring more complex matters to colleagues. 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. Interview the customer, following a multilevel sales script, to clarify the customer's requirements. 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. 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. Carry out routine business development support tasks and assist others by following established procedures. Identify potential customers by obtaining information, referrals, and recommendations from existing customers. Select appropriate data from information provided by others and input that data into spreadsheets or standard formats. 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. 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 Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent 23 November 2025 Sales / Retail / Business Development jobs
Job title : Advancing Financial Adviser- Polokwane
Job Location : Limpopo, Polokwane
Deadline : November 29, 2025
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- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
Solutions Analysis
Receiving Visitors
Customer Relationship Management (CRM) Data
Customer Needs Clarification
Customer Relationship Development / Prospecting
Operational Compliance
Business Development
Sales Opportunities Creation
Data Exploration
Network of Influence
Skills
Competencies
Education
Closing Date
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Financial Adviser • Polokwane, ZA
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