Advancing Financial Adviser
4 days ago
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 RelationshipsCompetencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages ComplexityEducation NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date 21 September 2025 , 23:59The 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 #J-18808-Ljbffr
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Client-Focused Financial Adviser
7 days ago
Klerksdorp, South Africa Old Mutual Full timeA leading financial services firm in Klerksdorp is seeking a Financial Adviser to drive customer relationships and financial solutions. The ideal candidate must possess a minimum of Matric, have at least 12 months’ experience in financial services, and complete FAIS requirements. A valid driver’s license and personal vehicle are required for this role,...
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Klerksdorp, South Africa PSG Konsult Ltd. Full time**Designation**: - Insure Adviser Assistant | Klerksdorp, North West | 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 Sep 2025 **Reference...
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Adavancing Financial Adviser
4 days ago
Klerksdorp, North-West, South Africa Old Mutual South Africa Full time R104 000 - R208 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.ResponsibilitiesCustomer ServiceCarry out standard customer service activities and handle simple customer inquiries.Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.Receiving...
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Established Financial Advisers
4 weeks ago
Klerksdorp, 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,...
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Financial Accountant
4 days ago
Klerksdorp, South Africa Communicate Finance Full timeFinancial Accountant Reference: CMF -SDL-1 My client within the Automotive industry is looking for a high performing, innovative, and ambitious Financial Accountant . If you are solutions-driven with a stable work track record, I am readily available to assist you in exploring this perfect opportunity. Duties & Responsibilities Qualifications: Completed Bcom...
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Business Financial Advisor
1 week ago
Klerksdorp, South Africa FirstRand Full timeJob Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...
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Financial Accountant
2 days ago
Klerksdorp, North-West, South Africa Hire Resolve Full time R400 000 - R800 000 per yearJob Specification: Financial Accountant (Group Finance)Position Overview:The financial accountant, based in our Group Finance team, will play a critical role in ensuring accurate financial reporting and maintaining compliance with accounting standards. This position requires strong technical accounting skills, attention to detail, and the ability to work...
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Commissioned Financial Advisor
7 days ago
Klerksdorp, 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. 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 Advisor
4 days ago
Klerksdorp, South Africa Old Mutual South Africa Full timeOverview 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...
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Financial Accountant
2 weeks ago
Klerksdorp, South Africa Hire Resolve Full timeOverview The financial accountant, based in our Group Finance team, will play a critical role in ensuring accurate financial reporting and maintaining compliance with accounting standards. This position requires strong accounting skills, attention to detail, and the ability to work effectively in a team environment. Job Specification Financial Accountant...
