Salaried Financial Advisor

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. Responsibilities Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention. May include processing cases, dealing with complex queries, and investigating and resolving customer problems. Solutions Analysis: Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues. CRM Data Management: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure quality data for retention and business development. Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials for presentations to decision-makers and influencers; ask relevant questions to gather information, evaluate interest, and identify areas needing further info or explanation. Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to build relationships with decision-makers and enable a two-way flow of information and issue resolution. Operational Compliance: Understand and adhere to the organization's policies, procedures, regulatory codes and codes of conduct; obtain authorization for exceptions. Business Development: Monitor and assess sales and market data for a specific geographic region to support management in identifying growth opportunities. Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at sector events; obtain market intelligence and enhance visibility and reputation. Data Exploration: Conduct research and select relevant information to analyze key themes and trends using primary data sources and business intelligence tools. Network of Influence: Demonstrate understanding of networking by participating and contributing to a network of people, technologies, and ideas inside and outside the company. Requirements Grade 12 (Matric). Valid Driver’s licence and own car. FAIS Compliance. Clear criminal and credit check. Minimum of 3 years working experience (preferably in sales). Computer literacy (MS Word, Powerpoint, Outlook). Excellent written and verbal communication skills. Presentation skills an added advantage. 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 19 November 2025, 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. #J-18808-Ljbffr