Advancing Financial Adviser

Lets Write Africas 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 customers 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

30 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.

The Old Mutual Story!

Required Experience :

Unclear Seniority

Key Skills

Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

Employment Type : Full Time

Experience : years

Vacancy : 1