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
Handle standard customer service activities and respond to basic customer inquiries.
Provide a first point of contact for resolving customer queries and complaints.
Solutions Analysis
Assess customer inquiries against established standards and protocols.
Receiving Visitors
Welcome visitors and assist with information requests.
Refer complex matters to the appropriate colleagues.
Customer Relationship Management (CRM)
Ensure customer details in CRM are accurate and updated.
Log follow-up actions and notes from customer interactions.
Customer Needs Clarification
Interview customers using a structured sales script to understand their needs.
Customer Relationship Development / Prospecting
Make calls or visit allocated potential customers to build relationships.
Support customer engagement and retention.
Operational Compliance
Follow mandatory procedures to ensure compliance with regulatory and internal standards.
Business Development Support
Assist with routine business development tasks using established procedures.
Sales Opportunities Creation
Identify potential customers through referrals, recommendations, and information from existing customers.
Data Exploration
Select and input relevant data into spreadsheets or standard formats.
Network of Influence
Participate in internal and external networks to strengthen relationships and expand influence.
Skills Required
Consultative Selling
Customer Service Excellence
Identifying Customer Needs
Sales Opportunities Identification
Strong Communication & Interpersonal Skills
Customer Relationship Management
Data Management & Reporting
Probing and Qualifying Prospects
Strategic Selling
Competencies
Customer Focus
Communicates Effectively
Builds Networks
Balances Stakeholders
Ensures Accountability
Instills Trust
Manages Complexity
Interpersonal Savvy
Minimum Education
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.