Advancing Financial Adviser
1 day ago
Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Upingtontime type: Full timeposted on: Posted Todayjob requisition id: JR-72965**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:
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Upington, South Africa Old Mutual Limited Full timeA prominent financial services company is seeking an Advancing Financial Adviser in Upington. The role involves providing top-notch customer service, developing customer relationships, and identifying sales opportunities. Candidates should possess a relevant qualification at least NQF Level 5 and demonstrate strong consultative selling capabilities. This...
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Growth-Oriented Financial Adviser | Client Impact
22 hours ago
Upington, South Africa Old Mutual Limited Full timeJob Overview A prominent financial services company is seeking an Advancing Financial Adviser in Upington. Key Responsibilities The role involves providing top-notch customer service, developing customer relationships, and identifying sales opportunities. Qualifications Candidates should possess a relevant qualification at least NQF Level 5 and demonstrate...
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Aspiring Financial Adviser
4 weeks ago
Upington, South Africa Old Mutual Limited Full timeAspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Upingtontime type: Full timeposted on: Posted Todayjob requisition id: JR-73438**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Adviser**We are looking for...
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Aspiring Financial Adviser
2 weeks ago
Upington, South Africa Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser 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...
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Aspiring Financial Adviser
5 days ago
Upington, Northern Cape, South Africa Old Mutual Limited Full time R150 000 - R250 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial AdviserWe 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...
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Commissioned Financial Adviser
1 week ago
Upington, South Africa Old Mutual South Africa Full timeLet'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...
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Commissioned Financial Adviser
1 day ago
Upington, South Africa Old Mutual Full timeOverview Lets 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...
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Sanlam Financial Adviser
2 weeks ago
Upington, South Africa Sanlam Limited Full timeOverview Sanlam Life Ltd is a leading financial services provider in South Africa, dedicated to building lasting relationships with our advisors and clients. Responsibilities Assist in growing the Sanlam Adviser Business by committing to marketing plans and targets. Apply knowledge of market segmentation to support sales and growth within the defined market....
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Growth-Driven Financial Advisor
22 hours ago
Upington, South Africa Old Mutual Limited Full timeA prominent financial services company is looking for an Advancing Financial Adviser in Upington. The role involves providing exceptional customer service, building strong customer relationships, and identifying sales opportunities. Ideal candidates must have a relevant qualification at least NQF Level 5 and display excellent consultative selling abilities....
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Advancing Financial Advisor
22 hours ago
Upington, South Africa Old Mutual Full timeLets Write Africas 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...
