Advancing Financial Adviser

Join to apply for the Advancing Financial Adviser role at Old Mutual South Africa

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

Competencies

Education

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

Closing Date

31 December 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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