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For Companies At a Glance
- Tasks: Engage with customers, assess their needs, and develop lasting relationships.
- Company: Join Old Mutual, a leader in embracing Africa's diverse talent and opportunities.
- Benefits: Gain valuable experience, competitive pay, and a chance to grow your career.
- Why this job: Be part of a team that shapes Africa's financial future while making a real difference.
- Qualifications: NQF Level 5 or equivalent; strong communication and customer service skills required.
- Other info: Dynamic work environment with networking opportunities and career advancement.
The predicted salary is between 28800 - 48000 £ per year.
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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: 02 March 2026, 23:59.
Advancing Financial Adviser in Orkney employer: Old Mutual
Contact Detail:
Old Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advancing Financial Adviser in Orkney
✨Tip Number 1
Get to know the company! Research Old Mutual and understand their values and mission. This will help you tailor your conversations and show that you're genuinely interested in being part of their story.
✨Tip Number 2
Practice your consultative selling skills. Role-play with a friend or use our resources to get comfortable asking probing questions. This will help you clarify customer needs effectively during interviews.
✨Tip Number 3
Network like a pro! Attend industry events or connect with current employees on LinkedIn. Building relationships can open doors and give you insights into the company culture.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in reinforcing your interest and keeping you top of mind for the hiring team.
We think you need these skills to ace Advancing Financial Adviser in Orkney
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Advancing Financial Adviser role. Highlight your customer service experience and any relevant skills that match the job description. We want to see how you can contribute to our mission!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your consultative selling and customer relationship management abilities. This helps us see how you can fit into our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon and make sure your key points stand out. We appreciate straightforward communication, so let’s keep it simple!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Old Mutual
✨Know Your Customer Service Basics
Brush up on your customer service skills before the interview. Be ready to discuss how you would handle simple inquiries and resolve customer complaints, as this role heavily focuses on customer interaction.
✨Familiarise Yourself with CRM Systems
Since you'll be dealing with customer data, make sure you understand the basics of CRM systems. Be prepared to talk about how you would ensure data accuracy and follow up on customer actions during your interview.
✨Practice Your Consultative Selling Techniques
This position requires strong consultative selling skills. Prepare by practising how to ask probing questions to clarify customer needs and demonstrate your ability to identify sales opportunities.
✨Show Off Your Networking Skills
Networking is key in this role. Think of examples where you've successfully built relationships, both inside and outside a company. Be ready to share how you can leverage these connections to benefit the business.
