Financial Adviser

Old Mutual Limited

Customer service role handling inquiries and developing relationships at Old Mutual in South Africa. Responsibilities include CRM management and customer needs clarification.

Posted 6/24/2026full-timePotchefstroom • 🇿🇦 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 (by telephone or in person) to allocated potential customers to develop relationships.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards.
Carry out routine business development support tasks and assist others.

Requirements

What you’ll need

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Benefits

Comp & perks

None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer servicecommunicationrelationship buildinginterviewingcompliance assessmentattention to detailbusiness development support

Certifications

NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate