Financial Adviser

Old Mutual Limited

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

Posted 10/23/2026full-timeParys • 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 identifying Customer Needs and Sales Opportunities, ensuring compliance with regulatory standards and internal codes of conduct.

Highest-signal resume keywords

Consultative SellingCustomer ServiceSales Data ManagementCustomer Feedback ManagementOral Communications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SoftwareEvaluating InformationIdentifying Customer NeedsIdentifying Sales OpportunitiesProbing QuestionsQualifying Prospects

Soft Skills

Customer FocusInterpersonal SavvyCommunicates EffectivelyBalances StakeholdersInstills Trust

Tools & Technologies

CRMSpreadsheets

Certifications & Qualifications

NQF Level 5 - Higher, Advance or Occupational Certificate

Industry Keywords

Customer UnderstandingStrengthening Customer RelationshipsBusiness Development SupportRegulatory CodesInternal 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
Ensure basic customer details in the CRM are accurate and record follow-up actions and sales-call actions
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 comply with regulatory codes and internal codes of conduct
Carry out routine business development support tasks
Identify potential customers through information, referrals, and recommendations
Select appropriate data and input it into spreadsheets or standard formats
Participate in and contribute to internal and external networks of people, technologies, and ideas

Requirements

What you’ll need

NQF Level 5 - Higher, Advance 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
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