About this role
Job title: Advancing Financial Adviser (Bloemfontein / Welkom / Colesberg)
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
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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
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Competencies
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Balances Stakeholders
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Builds Networks
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Communicates Effectively
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Customer Focus
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Ensures Accountability
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Instills Trust
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Interpersonal Savvy
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Manages Complexity
Education
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NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
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Closing Date
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19 October 2026, 23:59
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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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The Old Mutual Story!