Advancing Financial Adviser
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Job Location:
Klerksdorp - South Africa
Monthly Salary:
Not Disclosed
Posted on:
28-08-2025
Vacancies:
1 Vacancy
Job Summary
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 RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
NQF Level 5 - Higher Advance or Occupational Certificate or equivalentClosing Date
21 September 2025 23:59The 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
About Company
Old Mutual offers a wide range of life insurance products, car and home insurance, personal loans, and investment, corporate and financial planning solutions.
