Advancing Financial Adviser

Old Mutual Limited

Customer Service role handling inquiries and developing customer relationships in Old Mutual's Advancing Financial Adviser position. Collaborate on CRM data management and customer needs clarification.

Posted 6/24/2026full-timeUpington • 🇿🇦 South AfricaMid-LevelSeniorWebsite

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 various requests for information.
Ensure that basic customer details held in the system are accurate.
Interview the customer following a multilevel sales script to clarify the customer’s requirements.
Make calls to allocated potential customers to develop relationships.
Follow a range of mandatory procedures to ensure compliance with quality standards.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Requirements

What you’ll need

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Consultative Selling
Customer Feedback Management
Customer-Focused
Oral Communications
Probing Questions
Sales Data Management
Strategic Selling

Benefits

Comp & perks

Health Insurance
Retirement Plans
Paid Time Off
Professional Development
Bonuses
Flexible Work Arrangements
Equipment Allowances

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Consultative SellingCustomer Feedback ManagementSales Data ManagementStrategic Selling

Soft Skills

Customer-FocusedOral CommunicationsProbing Questions

Certifications

NQF Level 5 - HigherAdvance CertificateOccupational Certificate