Advancing Financial Adviser (Westville, Chesterville, Durban and Surrrounds)

About the role

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. This role involves a mix of customer service, relationship management, and business development activities to support our operations across Africa.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure basic customer details held in the CRM system are accurate and document follow-up actions.
• Interview customers using a multilevel sales script to clarify their requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Serve as the first point of contact for resolving customer queries and complaints.
• Follow mandatory procedures to ensure work meets required quality standards and regulatory compliance.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers through referrals, recommendations, and data exploration.
• Select and input appropriate data into spreadsheets or standard formats.
• Participate in and contribute to internal and external networks to build influence.

Requirements

• NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent (Required).

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

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.