Advancing Financial Adviser (Kroonstad)

Job title: Advancing Financial Adviser (Kroonstad)

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: 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

• Closing Date: 29 November 2026 , 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!