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🥝 Financial Adviser
Old Mutual South Africa | upington, South-Africa | Posted June 24, 2026
Job Description
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 document follow‑up actions promised and actions taken during each sales call.
- Customer Needs Clarification: Interview the customer following a multi‑level 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, and provide the first point of contact for resolving customer queries and complaints.
- Operational Com...