Advancing Financial Adviser

Old Mutual Limited

. Carry out standard customer service activities and handle simple customer inquiries .

Posted 10/27/2026full-timeVanderbijlpark • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Service and Consultative Selling while effectively managing Customer Feedback and Sales Data. Proficient in maintaining CRM systems and adhering to regulatory standards to enhance Customer Relationships.

Highest-signal resume keywords

Consultative SellingCustomer ServiceSales Data ManagementOral CommunicationsCustomer-Focused

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Feedback ManagementIdentifying Customer NeedsIdentifying Sales OpportunitiesProbing QuestionsQualifying ProspectsSales SoftwareEvaluating InformationStrengthening Customer Relationships

Soft Skills

Communicates EffectivelyInterpersonal SavvyBalances StakeholdersBuilds NetworksEnsures Accountability

Tools & Technologies

CRM SystemsSpreadsheets

Certifications & Qualifications

NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate

Industry Keywords

Customer QueriesBusiness DevelopmentRegulatory ComplianceInternal Codes of Conduct

About the role

Key responsibilities & impact

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 requests for information, referring complex matters to colleagues
Maintain accurate customer details in CRM systems and record follow-up actions and sales-call activity
Interview customers using a multilevel sales script to clarify requirements
Contact allocated potential customers by telephone or in person to develop relationships
Provide a first point of contact for resolving customer queries and complaints
Follow mandatory procedures and regulatory and internal codes of conduct
Carry out routine business development support tasks
Identify potential customers through information, referrals, and recommendations
Select and input appropriate data into spreadsheets or standard formats
Participate in and contribute to internal and external networks

Requirements

What you’ll need

NQF Level 4 - Grade 12, School leaving Certificate, National 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