Advancing Financial Adviser-2

Posted One Month Ago
Be an Early Applicant
Nelspruit, Ehlanzeni District, Mpumalanga, ZAF
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Provide advice on a defined range of financial products to an allocated market, manage customer inquiries, maintain CRM and customer data, perform routine business development and prospecting, follow compliance procedures, and support basic sales administration and reporting.
Summary Generated by Built In

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 September 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Skills Required

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Consultative selling and ability to identify sales opportunities
  • Customer service and customer relationship development/prospecting experience
  • Experience using CRM and sales software and maintaining accurate customer data
  • Ability to input and manage data in spreadsheets or standard formats
  • Adherence to regulatory and internal compliance procedures
  • Strong oral communication and interpersonal skills
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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