Advancing Financial Adviser
4 weeks ago
Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Vanderbijlpark: Sasolburgposted on: Posted Todayjob requisition id: JR-71165**Let's Write Africa's Story Together**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.# Responsibilities## ## Customer ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.## Customer Needs ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.## Operational ComplianceFollow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.## Business DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.**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 Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**30 November 2025 , 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*****()(blob: / 2:28#J-18808-Ljbffr
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Advancing Financial Adviser- Vanderbijlpark
2 weeks ago
Vanderbijlpark, South Africa Old Mutual Full timeJob Title: Advancing Financial Adviser- Vanderbijlpark Job Location: Gauteng, Vanderbijlpark Deadline: January 30, 2026 Quick Recommended Links Jobs by Location Job by industries Responsibilities Customer Service Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis Assess compliance with established...
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Aspiring Financial Adviser
4 days ago
Vanderbijlpark, South Africa Old Mutual Limited Full timeAspiring Financial Adviser page is loaded Aspiring Financial Adviser Apply locations: Vanderbijlpark | Time type: Full time | Posted on: Posted Yesterday | Job requisition id: JR-70529 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. Aspire to be a Financial Adviser We are...
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Strategic Financial Adviser: Client Growth
2 weeks ago
Vanderbijlpark, South Africa Old Mutual Full timeA leading financial services company is seeking an Advancing Financial Adviser in Vanderbijlpark. The role involves customer service, business development, and compliance tasks. A strong background in consultative selling and customer relationship management is essential. Applicants should have NQF Level 5 qualifications and be capable of developing...
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Client-Focused Financial Adviser
7 days ago
Vanderbijlpark, South Africa Old Mutual Full timeA leading financial services company in Vanderbijlpark is seeking a Financial Adviser. The ideal candidate will have a minimum of Matric, 12 months' experience in financial services, and completion of relevant insurance qualifications. Strong consultative selling and customer-focused skills are essential. This role provides a chance to impact lives in the...
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Aspiring Financial Advisers
2 weeks ago
Vanderbijlpark, South Africa Old Mutual Limited Full timeAspiring Financial Advisers - Vanderbjilpark and surrounds page is loaded **Aspiring Financial Advisers - Vanderbjilpark and surrounds**locationsVanderbijlparkVereenigingParysSasolburg time typeFull time posted onPosted 30+ Days Ago job requisition idJR-22333 **Your time is now to be your exceptional best at Old Mutual!** **Aspires to be a Financial...
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Commissioned Financial Adviser
4 days ago
Vanderbijlpark, South Africa Old Mutual Limited Full time**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.* Responsible for the procurement of new business* Expand sales of products and services with existing customers* Work mainly on own leads**Skills**Building Trust, Consultative Selling, Customer-Focused, Customer Service,...
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Insure Adviser Assistant
7 days ago
Vanderbijlpark, Gauteng, South Africa PSG Konsult Full time R104 000 - R208 000 per yearDesignation:Insure Adviser Assistant (ADP) | Vanderbijlpark, Gauteng | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:26 Nov 2025Reference Number:POS40214Closing date:09-Dec-2025Position
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Insure Adviser Assistant
1 week ago
Vanderbijlpark, South Africa PSG Konsult Ltd. Full time**Designation**: - Insure Adviser Assistant (ADP) | Vanderbijlpark, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents - **Posted by**: - PSG Financial Services - **Posted on**: - 26 Nov 2025 - **Reference...
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Aspiring Financial Advisers
2 days ago
Vanderbijlpark, South Africa Old Mutual South Africa Full timeOverview Your time is now to be your exceptional best at Old Mutual! Aims to be a Financial Advisor. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role is about championing our valued customers to achieve their lifetime goals by identifying their...
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Experienced Financial Advisers
4 weeks ago
Vanderbijlpark, South Africa Old Mutual South Africa Full timeOverview Your time is now to be your exceptional best at Old Mutual! We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs,...
