Advancing Financial Adviser

2 days ago

Potchefstroom, South Africa Old Mutual Limited Full time

Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Potchefstroomtime type: Full timeposted on: Posted Todayjob requisition id: JR-72958**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**31 December 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

  • Client-Focused Financial Adviser

    2 weeks ago

    Potchefstroom, South Africa Old Mutual Full time

    A leading financial services provider is looking for a Financial Adviser in Potchefstroom. The ideal candidate should have a minimum of Matric and 12 months of relevant financial services experience. Strong consultative selling skills, customer focus, and a valid driver’s licence are essential. If you meet the qualifications, apply by 30 December 2025 to...

  • Commissioned Financial Adviser

    4 weeks ago

    Potchefstroom, South Africa Old Mutual South Africa 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. 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...

  • Sanlam Financial Adviser: Potchefstroom

    1 week ago

    Potchefstroom, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Financial Adviser: Potchefstroom / Klerksdorp Location:Potchefstroom, North West, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with...

  • Aspiring Financial Advisers

    2 weeks ago

    Potchefstroom, North-West, South Africa Old Mutual Full time R80 000 - R120 000 per year

    Your time is now to be your exceptional best at Old MutualAspires to be a Financial AdvisorWe 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...

  • Adviser Assistant: Underwriting/claims

    2 weeks ago

    Potchefstroom, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time

    **PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: The Adviser...

  • Financial Advisor

    5 days ago

    Potchefstroom, North-West, South Africa Metropolitan Full time R250 000 - R500 000 per year

    IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the...

  • Financial Advisor

    2 weeks ago

    Potchefstroom, North-West, South Africa Metropolitan Full time R80 000 - R120 000 per year

    Closing Date2025/11/30 Reference NumberMMH Job TitleFinancial Advisor - Khuma Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceNorth West Location - Town / CityKhuma(Klerksdop, Potchefstroom) and Kosh( Kanana, Orkney) IntroductionMetropolitan is one of the...

  • Receptionist Potchefstroom, North-west

    5 days ago

    Potchefstroom, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time

    **PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: To provide an...

  • Financial Assistant

    2 days ago

    Potchefstroom, South Africa North-West University Noordwes-Universiteit Full time

    Position Summary Industry: Education & TrainingJob category: Other: Banking, Finance, Insurance, StockbrokingLocation: PotchefstroomContract: PermanentRemuneration: The annual total remuneration package will be commensurate with the level of appointment as advertised and in line with the NWU policy guidelines. About Our Company: NWU Introduction: NORTH-WEST...

  • Consultant Sales Support

    1 week ago

    Potchefstroom, South Africa Absa Bank Full time

    Consultant Sales Support - Pipeline Potchefstroom Apply Locations: Potchefstroom Time Type: Full time Posted on: Posted 2 Days Ago Job Requisition ID: R- Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our...