Old Mutual

<p><strong>Let's Write Africa's Story Together!</strong></p>
<p>Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.</p>
<h1>Responsibilities</h1>
<h2></h2>
<h2>Customer Service</h2>
<p>Carry out standard customer service activities and handle simple customer inquiries.</p>
<h2>Solutions Analysis</h2>
<p>Assess compliance with established standards and protocols for routine inquiries.</p>
<h2>Receiving Visitors</h2>
<p>Receive visitors and assist with various requests for information, referring more complex matters to colleagues.</p>
<h2>Customer Relationship Management (CRM) Data</h2>
<p>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.</p>
<h2>Customer Needs Clarification</h2>
<p>Interview the customer, following a multilevel sales script, to clarify the customer's requirements.</p>
<h2>Customer Relationship Development / Prospecting</h2>
<p>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.</p>
<h2>Operational Compliance</h2>
<p>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.</p>
<h2>Business Development</h2>
<p>Carry out routine business development support tasks and assist others by following established procedures.</p>
<h2>Sales Opportunities Creation</h2>
<p>Identify potential customers by obtaining information, referrals, and recommendations from existing customers.</p>
<h2>Data Exploration</h2>
<p>Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.</p>
<h2>Network of Influence</h2>
<p>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.</p>
<p><strong>Skills</strong></p>
<p>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</p>
<h3></h3>
<p><strong>Competencies</strong></p>
<p>Balances Stakeholders</p>
<h3></h3>
<h3></h3>
<p>Builds Networks</p>
<h3></h3>
<h3></h3>
<p>Communicates Effectively</p>
<h3></h3>
<h3></h3>
<p>Customer Focus</p>
<h3></h3>
<h3></h3>
<p>Ensures Accountability</p>
<h3></h3>
<h3></h3>
<p>Instills Trust</p>
<h3></h3>
<h3></h3>
<p>Interpersonal Savvy</p>
<h3></h3>
<h3></h3>
<p>Manages Complexity</p>
<p><strong>Education</strong></p>
<p>NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)</p>
<p><strong>Closing Date</strong></p>
<p>19 October 2026 , 23:59</p>
<p><em><strong>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.</strong></em></p>
<p><em><strong><strong>The Old Mutual Story!</strong></strong></em></p>


Advancing Financial Adviser (Three Rivers / Vereeniging)

Advancing Financial Adviser (Three Rivers / Vereeniging)

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