Advancing Financial Adviser

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 : 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

Competencies

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

27 November 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.

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