Advancing Financial Adviser

2 weeks ago

Tzaneen, South Africa Old Mutual Limited Full time

Advancing Financial Adviser Locations: Polokwane, Phalaborwa, Tzaneen. Posted Today. Job Requisition ID: JR- Let’s Write Africa’s Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service: Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data: Ensure 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 Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements. Customer Relationship Development / Prospecting: Make 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 Compliance: Follow 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 Development: Carry out routine business development support tasks and assist others by following established procedures. Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers. Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats. Network of Influence: Demonstrate 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 ManagementSales 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 23 November 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 The Old Mutual Story #J- #J-18808-Ljbffr

  • Growth-Focused Financial Adviser

    1 week ago

    Tzaneen, South Africa Old Mutual Limited Full time

    A prominent financial services company in South Africa is seeking an Advancing Financial Adviser to provide tailored financial advice and enhance customer relationships. The role involves networking, customer service, and strategic selling to achieve targets in diverse markets, requiring NQF Level 5 education. The ideal candidate should excel in consultative...

  • Insure Adviser Assistant

    7 days ago

    Tzaneen, South Africa PSG Konsult Full time

    _**Calling All Finance Graduates!**_ Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you will receive world class training and development, guided by seasoned and established advisers and Regional Managers who are committed to your success. This is your golden...

  • Installer Technical Support Agent

    2 weeks ago

    Tzaneen, South Africa Herotel Full time

    Applications are invited for the **Installer Technical Support Agent **position to be based in **Tzaneen, Limpopo (Northern Region)** **PURPOSE OF THE ROLE**: Support Field Technicians daily with installations, callouts and surveys. Ensure a high level of quality workmanship by constant evaluation of info provided by the Technicians. **Key Performance...

  • Wealth Administrator Tzaneen, Limpopo Permanent

    2 weeks ago

    Tzaneen, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Wealth Administrator | Tzaneen, Limpopo | 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**: - 29 Aug 2025 **Reference Number**: -...

  • Salaried Financial Advisor

    3 weeks ago

    Tzaneen, South Africa Old Mutual 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. Job Description Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Customer Service Provide a quality service to...

  • Senior Accountant

    2 weeks ago

    Tzaneen, South Africa Network Recruitment Full time

    🔹 Key ResponsibilitiesPrepare monthly management accounts with accurate commentary and variance analysis.Develop annual and quarterly financial budgets, forecasts, and long-term projections.Manage cashflow planning, monitoring, and reporting to ensure financial stability.Perform general ledger maintenance, reconciliations, and month-end close...

  • Senior Accountant

    2 weeks ago

    Tzaneen, South Africa Network1 Full time

    Overview Are you an experienced Senior Accountant who thrives in a fast-paced dynamic environment? A leading hospitality group is looking for a detail oriented and strategic finance professional to oversee budgeting, management reporting and cashflow planning. If you have strong analytical skills, a solid accounting background and a passion for operational...

  • Service Manager

    2 weeks ago

    Tzaneen, South Africa Oostelike Personeel Konsultante Full time

    Department: Aftersales / ServiceReports to: Dealer Principal / Aftersales DirectorBrands: UD Trucks (Japanese Technology) & FAW (Chinese Technology)Sector: Heavy Commercial Vehicles (HCV) & Logistics Role SummaryWe are seeking a strategic and commercially minded Service Manager to lead our dual-brand truck workshop. In this role, you are not just managing...

  • Service Manager

    1 week ago

    Tzaneen, South Africa Oostelike Personeel Konsultante Full time

    Department: Aftersales / ServiceReports to: Dealer Principal / Aftersales DirectorBrands: UD Trucks (Japanese Technology) & FAW (Chinese Technology)Sector: Heavy Commercial Vehicles (HCV) & Logistics We are seeking a strategic and commercially minded Service Manager to lead our dual‑brand truck workshop. In this role, you are not just managing repairs; you...

  • Service Manager

    2 weeks ago

    Tzaneen, South Africa Oostelike Personeel Konsultante Full time

    Department: Aftersales / Service Reports to: Dealer Principal / Aftersales Director Brands: UD Trucks (Japanese Technology) & FAW (Chinese Technology) Sector: Heavy Commercial Vehicles (HCV) & Logistics Role Summary We are seeking a strategic and commercially minded Service Manager to lead our dual-brand truck workshop. In this role, you are not just...