MFC Salaried Financial Advisor
4 days ago
MFC Salaried Financial Advisor page is loaded## MFC Salaried Financial Advisorlocations: Albertonposted on: Posted Todayjob requisition id: JR-70954**Let's Write Africa's Story Together**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Job Description**naProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities## ## Customer ServiceProvide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.## Solutions AnalysisAnalyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataSchedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.## Customer Needs ClarificationSet clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.## Customer Relationship Development / ProspectingDevelop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.## Operational ComplianceDevelop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.## Business DevelopmentMonitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.## Sales Opportunities CreationDevelop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.## Data ExplorationConduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.## Network of InfluenceDemonstrate 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**Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships**Competencies**Action Oriented### ### Balances Stakeholders### ### Builds Networks### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Drives Results### ### Ensures Accountability**Education**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**03 September 2026 , 23:59***The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.******The Old Mutual Story***()(blob: / 2:28Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.#J-18808-Ljbffr
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Client-Focused Financial Advisor
10 hours ago
Alberton, South Africa Old Mutual South Africa Full timeA leading financial services provider is seeking a dedicated Financial Advisor in Alberton, Gauteng. You will deliver tailored financial advice to clients, ensuring they achieve their financial goals and protect their assets. The ideal candidate must possess a Grade 12 certificate and at least three years of sales experience. Exceptional communication and...
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Life Insurance Advisor
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Alberton, South Africa Hill Appointments Full time**Life Insurance Financial Advisor** **Salary**: R15,000 - R20,000 CTC per month + Split Commission **Location**: Alberton GP Hill Appointment Staff Recruitment is partnering with a leading financial services firm to find experienced and driven **Life Insurance Financial Advisors**. If you're passionate about sales, client relationships, and providing...
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Branch Advisor FAIS
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Alberton, South Africa FirstRand Namibia Limited Full timeBranch Advisor FAIS page is loaded## Branch Advisor FAISlocations: Albertontime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 8, 2025 (6 days left to apply)job requisition id: R43700# **Job Description**Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well...
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Branch Advisor FAIS – Customer Solutions
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Alberton, South Africa RMB Full timeA financial services provider in Alberton seeks a Branch Advisor to ensure positive customer experiences through effective service delivery. Candidates should have an NQF4 qualification or higher and 1-2 years' experience in client services support. Responsibilities include educating customers, achieving sales through tailored financial solutions, and...
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Branch Advisor FAIS – Customer Solutions
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Alberton, South Africa Spane4all Full timeA leading financial institution in Alberton seeks a Branch Advisor to enhance customer experience and deliver tailored financial solutions. Ideal candidates should possess an NQF4 qualification, with 1-3 years of client services experience. Responsibilities include building client relationships, analyzing customer needs, and guiding customers through the...
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Branch Advisor FAIS – Customer Solutions
10 hours ago
Alberton, South Africa FirstRand Namibia Limited Full timeA leading financial institution in Alberton seeks a Branch Advisor to enhance customer experiences and sales results. Candidates should have NQF4 or higher qualifications and 1-2 years in client services. You will be responsible for educating customers on banking platforms, analyzing data for tailored solutions, and maintaining strong relationships. Expect a...
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Branch Advisor: Client-Centric Banking Solutions
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Alberton, South Africa FNB Namibia Full timeA leading financial institution in Alberton is searching for a Branch Advisor to enhance customer experiences through education on the right banking channels and maintaining strong client relationships. Ideal candidates will have an NQF4 qualification or higher and some experience in client services. You will thrive in solving customer problems and achieving...
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Branch Advisor FAIS – Customer Solutions
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Alberton, South Africa Wesbank Full timeA leading financial institution in Alberton is seeking a Branch Advisor to provide exceptional customer service and address transactional needs. In this role, you will build relationships with clients and educate them on banking platforms aligned with their requirements. The ideal candidate has an NQF 4 qualification, 1-2 years of experience in client...
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Entrepreneurial Financial Advisor
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Alberton, South Africa Old Mutual Limited Full timeA leading insurance company in South Africa seeks a Commissioned Financial Adviser to champion customer goals by providing tailored financial advice and solutions. The role includes expanding sales and acquiring new business through self-generated leads. Candidates must have an entrepreneurial spirit and relevant education (NQF Level 5 or equivalent). This...
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Advancing Financial Advisor
4 weeks ago
Alberton, South Africa Old Mutual Limited Full timeOverview Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Let's Write Africa's Story Together! Old Mutual is committed to diversity and opportunity...