MFC Salaried Financial Advisor

Old Mutual; Dundee; On-site; GBP 30,000 - 50,000; Full time

Job summary

Old Mutual is seeking an MFC Salaried Financial Advisor in Dundee. The role involves advising on a specific range of products, achieving results through personal efforts, and utilizing skills in customer service, sales, and building relationships. Candidates should have a strong background in sales with relevant qualifications and be committed to providing excellent service.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Grade 12 (Matric) required.
• FAIS Compliance and a valid Driver’s license.

Responsibilities

• Provide quality service to customers and identify opportunities for new business.
• Analyze problems and provide tailored solutions.
• Build relationships with decision-makers within customer organizations.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Job description

MFC Salaried Financial Advisor page is loaded

MFC Salaried Financial Advisor

Apply locations Dundee time type Full time posted on Posted 30+ Days Ago job requisition id JR-62407

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

Provides advice on a specific range of products to a designated market segment and is accountable for achieving results through their own efforts.

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, Outlook)
• Excellent communication skills (written and verbal)
• Presentation skills are an advantage

Responsibilities

Customer Service

Provide quality service to customers, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer issues.

Solutions Analysis

Analyze problems to find the best solutions, which may be technical or professional.

Receiving Visitors

Assist visitors and handle requests, referring complex issues to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-ups, record interactions, and maintain quality data for effective customer retention and business development.

Customer Needs Clarification

Set objectives for sales calls, tailor presentations, ask relevant questions to understand customer needs, and respond accordingly.

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 and regulatory standards. Obtain necessary approvals for exceptions.

Business Development

Monitor sales data and market trends to identify development opportunities.

Sales Opportunities Creation

Build a network within the business sector, represent the organization at events, and gather market intelligence.

Data Exploration

Research and analyze data to identify key themes and trends.

Network of Influence

Participate in and contribute to a network of contacts and ideas 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, Stakeholder Management, Networking, Collaboration, Effective Communication, Customer Focus, Results Driven, 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.

Old Mutual encourages vaccination against Covid-19. All prospective employees must disclose their vaccination status during recruitment. Refer to the company's Covid-19 vaccination policy for details. The vaccination requirement may be reinstated if deemed necessary.

The Old Mutual Story!

About Us

Old Mutual is a leading African financial services organization offering a broad spectrum of solutions across 14 countries, including Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to creating positive futures and believe that excellent customer experiences start with our employees.