MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prominent financial services company in Greater London is looking for a Customer Service and Business Development Specialist to enhance customer relationships and drive business growth. The ideal candidate will have a minimum of 3 years of sales experience and will be responsible for providing exceptional customer service, analyzing opportunities, and managing data effectively. This role offers continuous application acceptance and is ideal for individuals skilled in consultative selling and building trust.

Qualifications

• Grade 12 (Matric) required.
• At least 3 years of sales experience is mandatory.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification) is necessary.

Responsibilities

• Provide quality customer service and identify new business opportunities.
• Analyze problems to find the best solutions.
• Manage customer data in CRM systems.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Data Management

Oral Communications

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Job Title: Customer Service and Business Development Specialist

Client:

Old Mutual

Location:

Greater London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

d2fb740638f9

Job Views:

19

Posted:

12.08.2025

Expiry Date:

26.09.2025

Job Description:

This role involves providing advice on specific products to designated markets, achieving results through individual efforts, and building strong customer relationships.

Responsibilities include:

• Providing quality customer service and identifying opportunities for new business or retention.
• Analyzing problems to find the best solutions, which could be technical or professional.
• Receiving visitors and assisting with information requests.
• Managing customer data in CRM systems to support business activities.
• Clarifying customer needs and tailoring presentations to decision-makers.
• Developing relationships with potential clients and maintaining ongoing communication.
• Ensuring operational compliance with organizational policies and regulations.
• Monitoring sales data and market trends to identify business development opportunities.
• Building a professional network and representing the organization at sector events.
• Conducting research using primary data sources and business intelligence tools.
• Participating in networking to enhance organizational influence and reputation.

Minimum Requirements:

• Grade 12 (Matric)
• Valid driver's license and own car
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
• Clear criminal and credit checks
• At least 3 years of sales experience
• Computer literacy (MS Word, PowerPoint, Outlook)
• Excellent communication skills
• Presentation skills are advantageous

Additional Information:

There is no closing date; applications are accepted continuously. Qualified applicants will be reviewed and considered for available vacancies.

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 January 2026, 23:59