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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...

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