Overview
Join to apply for the MFC Salaried Financial Advisor (Talent Pool) role at Bendigo Advertiser.
Responsibilities
- Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
- Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
- Solutions Analysis: Analyze specific problems and issues to find the best solutions (technical or skilled in nature).
- Receiving visitors and assisting with information requests, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data: schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to enable effective retention and business development activities.
- Customer Needs Clarification: set clear objectives for each sales call or meeting; tailor standard materials for presentations to decision-makers and influencers; gather information to evaluate interest and identify areas requiring further information.
- Customer Relationship Development / Prospecting: develop and implement a relationship management plan for potential customer accounts.
- Operational Compliance: develop knowledge of policies and procedures and relevant regulatory codes; obtain supervisor authorization for exceptions from mandatory procedures.
- Business Development: monitor and assess sales and market data to identify areas in the market where business can be developed.
- Sales Opportunities Creation: develop a personal network within the business sector and represent the organization at sector events.
- Data Exploration: conduct research and analyze data to enable insights using primary data sources and business intelligence tools.
- Network of Influence: engage with networks inside and outside the company to create value.
Qualifications
- 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 and Outlook).
- Excellent communication skills (written and verbal); presentation skills a plus.
Education and Skills
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
Additional Details
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.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Newspaper Publishing
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📌 MFC Salaried Financial Advisor (Talent Pool)
🏢 Bendigo Advertiser
📍 Newcastle