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Urgent! Advancing Financial Adviser- Klerksdorp Job Opening In North West – Now Hiring Old Mutual

Advancing Financial Adviser Klerksdorp



Job description

Job title : Advancing Financial Adviser- Klerksdorp Job Location : North West, Klerksdorp Deadline : December 30, 2025 Quick Recommended Links

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

Closing Date

  • 30 November 2025

  • Sales / Retail / Business Development jobs


Required Skill Profession

Other General



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