MFC Salaried Financial Advisor
4 weeks ago
Overview Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Responsibilities Provide advice on a specific range of products to a specific allocated market and be individually accountable for achieving results through your own efforts. Customer Service: Provide 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 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: 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 customer retention and business development activities. Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor materials for decision-makers and influencers; ask relevant questions to gather information and assess interest. Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers and enable effective information flow and issue resolution. Operational Compliance: Develop knowledge of organizational policies and regulatory codes to ensure work adheres to standards; obtain supervisor authorization for any exceptions from mandatory procedure. Business Development: Monitor and assess sales and market data for a specific geographic region to identify areas for market development. Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at sector events; obtain market intelligence and enhance visibility of products and services. 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 value by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company. Qualifications Grade 12 (Matric). Valid Driver’s license and own car. FAIS Compliance. Clear criminal and credit check. Minimum of 3 years working experience (preferably in sales). Computer literacy (MS Word, PowerPoint and Outlook). Excellent communication skills (written and verbal). Presentations skills are 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, Advanced or Occupational Certificate or equivalent. Closing Date 30 December 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. The Old Mutual Story #J-18808-Ljbffr
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Stanger / KwaDukuza, South Africa Old Mutual South Africa Full timeLet’s Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Requirements: Skills, Qualifications and Experience required Grade 12 (Matric). Valid Driver’s licence and Own Car FAIS Compliance Clear criminal and credit check Minimum of 3 years working experience...
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