Advancing Financial Adviser 1
Job Description / Overview
Position: Advancing Financial Adviser 1
- Location: Phuthaditjhaba
- Employment Type: Full Time
- Job Requisition ID: JR-75470
- Closing Date: 02 March 2026, 23:59
Company Overview
Old Mutual is a leading financial services company that believes in the African opportunity. The organisation is committed to developing diverse talent and supporting inclusive growth across the continent.
Role Purpose
The Advancing Financial Adviser 1 role is an entry-level financial advisory position focused on providing excellent customer service, identifying sales opportunities, and supporting business development activities. The role is designed to support customers with basic inquiries and assist in building customer relationships through consultative engagement and adherence to compliance standards.
Key Responsibilities
Customer Service
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Handle standard customer service activities and respond to basic customer inquiries.
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Provide a first point of contact for resolving customer queries and complaints.
Solutions Analysis
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Assess customer inquiries against established standards and protocols.
Receiving Visitors
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Welcome visitors and assist with information requests.
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Refer complex matters to the appropriate colleagues.
Customer Relationship Management (CRM)
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Ensure customer details in CRM are accurate and updated.
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Log follow-up actions and notes from customer interactions.
Customer Needs Clarification
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Interview customers using a structured sales script to understand their needs.
Customer Relationship Development / Prospecting
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Make calls or visit allocated potential customers to build relationships.
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Support customer engagement and retention.
Operational Compliance
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Follow mandatory procedures to ensure compliance with regulatory and internal standards.
Business Development Support
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Assist with routine business development tasks using established procedures.
Sales Opportunities Creation
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Identify potential customers through referrals, recommendations, and information from existing customers.
Data Exploration
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Select and input relevant data into spreadsheets or standard formats.
Network of Influence
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Participate in internal and external networks to strengthen relationships and expand influence.
Skills Required
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Consultative Selling
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Customer Service Excellence
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Identifying Customer Needs
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Sales Opportunities Identification
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Strong Communication & Interpersonal Skills
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Customer Relationship Management
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Data Management & Reporting
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Probing and Qualifying Prospects
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Strategic Selling
Competencies
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Customer Focus
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Communicates Effectively
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Builds Networks
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Balances Stakeholders
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Ensures Accountability
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Instills Trust
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Manages Complexity
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Interpersonal Savvy
Minimum Education
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NQF Level 5 – Higher / Advanced / Occupational Certificate or equivalent
Employment Equity
The appointment will be made from the designated group in line with Old Mutual’s Employment Equity Plan.