← Back to Connect Jobs
CONNECT VERIFIED

Advancing Financial Adviser (Lichtenburg / Sannieshof / Delareyville / Mafikeng / Ottosdal)

Old Mutual

Sannieshof · On-site · Full-time · Posted Sep 18, 2026

Create your free job-seeker profileGet matched to roles like this. Free, no card needed.
FREE JOB ALERTS

Get alerts for Advancing Financial Adviser jobs in Sannieshof

One email when new matching roles go live on CallTech Connect. Unsubscribe any time.

About this role

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. ResponsibilitiesCustomer ServiceCarry out standard customer service activities and handle simple customer inquiries.Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.Network of InfluenceDemonstrate 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.SkillsConsultative 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 RelationshipsCompetenciesBalances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducationNQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)Closing Date19 September 2026 , 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!

.NETCRMNetworkingSalesAIUI
LOCATION
Sannieshof
WORK MODE
On-site
JOB TYPE
Full-time
POSTED
Sep 18, 2026

Source: Old Mutual Careers

MORE JOBS LIKE THIS

More Advancing Financial Adviser jobs

Browse all matching jobs →