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Mfc salaried financial advisor( recruitment pool)

Newcastle
Old Mutual South Africa
Financial Advisor
Posted: 12 June
Offer description

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


Requirements: Skills, Qualifications, and Experience

* 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)
* Presentation skills an added advantage

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 quality service to customers, identify opportunities for new business or support retention, process cases, deal with complex queries, and resolve customer problems.
* Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional.
* Receiving Visitors: Receive visitors and assist with requests for information, referring complex matters to colleagues.
* Customer Relationship Management (CRM) Data: Schedule follow-ups, enter information into CRM, and ensure quality data for retention and business development.
* Customer Needs Clarification: Set objectives for sales calls, tailor presentations, ask relevant questions, and evaluate customer interest.
* Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers within customer organizations.
* Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards.
* Business Development: Monitor sales and market data to identify growth opportunities.
* Sales Opportunities Creation: Network within the business sector, represent the organization at events, and gather market intelligence.
* Data Exploration: Conduct research using primary data sources and business intelligence tools.
* Network of Influence: Participate in and contribute to networks 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, 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.

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