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Client-Focused Financial Adviser CRM

Job in Bloemfontein, 9300, South Africa
Listing for: Old Mutual Limited
Full Time position
Listed on 2026-08-27
Job specializations:
  • Sales
    CRM Systems & Management
  • Customer Service/HelpDesk
    CRM Systems & Management
Job Description & How to Apply Below
Position: Client-Focused Financial Adviser: Growth & CRM

Old Mutual Limited is seeking a customer service and sales-oriented professional to handle routine inquiries, manage CRM data, and support business development efforts. You will interview customers to clarify requirements and reference established scripts to guide conversations.

You will also assist with visitor reception, data logging, and proactive prospecting to generate sales opportunities while ensuring compliance with internal standards.

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