Advancing Financial Adviser Kimberley Job at Old Mutual

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Job Location : Kimberley, Northern Cape, South Africa

Application Deadline : February 27, 2026

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.

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

Closing Date

27 February 2026 , 23:59

How to Apply for this job

Interested and Qualified candidates should Click here to Apply Now

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