Advancing Financial Adviser OMI Sasolburg x1
Old Mutual is looking for an Advancing Financial Adviser to provide excellent customer service, assist with financial needs clarification, and support business development in the Vanderbijlpark and Sasolburg areas. This role involves engaging with customers, managing relationships, ensuring compliance, and identifying sales opportunities.
Job Overview:
- Job Title: Advancing Financial Adviser
- Company: Old Mutual
- Location: Vanderbijlpark / Sasolburg
- Employment Type: Full-time
Company Overview:
Old Mutual is dedicated to harnessing the African opportunity by investing in a diverse and talented workforce. The company fosters growth and innovation in financial services, supporting individuals and businesses across the continent.
Responsibilities:
Carry out standard customer service activities and handle simple inquiries
Assess compliance with established standards for routine queries
Receive visitors and assist with information requests, escalating complex issues as needed
Maintain accurate customer relationship management (CRM) data, noting follow-up actions and sales calls
Interview customers using sales scripts to clarify needs
Develop customer relationships through telephone or face-to-face engagement
Resolve customer queries and complaints as a first point of contact
Follow mandatory procedures to maintain quality and regulatory compliance
Support routine business development tasks by following established procedures
Identify potential customers through referrals and recommendations
Input and manage data efficiently in spreadsheets and standard formats
Participate in networking inside and outside the company to build influence
Skills and Competencies:
Consultative selling, customer feedback management, customer focus
Customer understanding, evaluating information, identifying needs and sales opportunities
Oral communication, probing questions, qualifying prospects
Sales data management, use of sales software, strategic selling
Strengthening customer relationships, balancing stakeholders
Builds networks, communicates effectively, ensures accountability
Instills trust, interpersonal savvy, manages complexity
Education:
NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent
Benefits:
Opportunity to develop a career within a leading financial services company, with support for ongoing professional development and a chance to contribute meaningfully to the African financial landscape.
Application Process:
Submit your application before 21 September 2025, 23:59. Appointment will be made in line with Old Mutual South Africa’s Employment Equity Plan, focusing on designated groups.