Advancing Financial Adviser
3 weeks 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 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 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 Employment Equity 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. Closing Date 30 October 2025, 23:59 The Old Mutual Story #J-18808-Ljbffr
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Commissioned Financial Adviser- Welkom
4 days ago
Welkom, South Africa Old Mutual Full timeJob title : Commissioned Financial Adviser- Welkom Job Location : Free State, Welkom Deadline : December 31, 2025 Quick Recommended Links Jobs by Location Job by industries 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
2 weeks ago
Welkom, South Africa Old Mutual Limited Full timeAspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Welkomtime type: Full timeposted on: Posted Todayjob requisition id: JR-70507**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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Commissioned Financial Adviser
6 days ago
Welkom, South Africa Old Mutual Limited Full timeAbout the Role 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...
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Growth-Focused Financial Advisor – CRM
3 weeks ago
Welkom, South Africa Old Mutual Full timeA financial services provider in Welkom is seeking an Advancing Financial Adviser to enhance customer relationships and manage inquiries. This role involves direct customer engagement, sales opportunity identification, and operational compliance. Candidates should have NQF Level 5 qualifications and strong consultative selling skills. Join a dynamic team in...
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Growth-Focused Financial Advisor – Crm
4 days ago
Welkom, South Africa Old Mutual Full timeA financial services provider in Welkom is seeking an Advancing Financial Adviser to enhance customer relationships and manage inquiries. This role involves direct customer engagement, sales opportunity identification, and operational compliance. Candidates should have NQF Level 5 qualifications and strong consultative selling skills. Join a dynamic team in...
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Growth-Focused Financial Advisor
4 days ago
Welkom, South Africa Old Mutual Full timeA financial services provider in Welkom is seeking an Advancing Financial Adviser to enhance customer relationships and manage inquiries. This role involves direct customer engagement, identifying sales opportunities, and ensuring operational compliance. Ideal candidates will possess NQF Level 5 qualifications and strong consultative selling skills. Join a...
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Financial Officer
3 weeks ago
Welkom, South Africa Mediclinic Group Full timeFraud Notice Mediclinic wants to alert candidates that third parties are from time to time fraudulently advertising vacancies at Mediclinic and / or offering employment contracts with subsequent payment instructions to accounts linked to the fraudulent activity. Please note that Mediclinic will never request payment for an application or offer made. All...
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Financial Wellness Advisor | Build Trust
4 days ago
Welkom, South Africa Old Mutual Full timeA leading insurance company is seeking a Commissioned Financial Adviser in Welkom, Free State. The role involves providing tailored financial advice, identifying customer needs, and expanding services to existing clients. Candidates should have NQF Level 5 qualification and possess skills in consultative selling, customer service, and building trust. This...
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Welkom, South Africa Old Mutual South Africa Full timeA leading insurance company in South Africa is seeking dynamic individuals to join them in championing customers to achieve their financial goals. The role involves procuring new business, expanding sales with existing customers, and working on self-generated leads. Candidates should have strong consultative selling skills and relevant qualifications. This...
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Planner, Financial, Executive
2 weeks ago
Welkom, South Africa Standard Bank of South Africa Limited Full timeOverview Business Segment: Personal & Private Banking Location: ZA, undefined, Welkom Free State , Welkom To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications Type of...
