MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the financial industry is seeking a motivated sales professional to provide customer service and support business development in Greater London. This role involves analyzing customer needs, developing relationships, and operational compliance. Ideal candidates will have strong sales experience and a commitment to excellence in customer relations.

Qualifications

• Minimum of 3 years’ experience in sales.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Valid Driver’s license and own car.

Responsibilities

• Provide quality service to customers and identify new business opportunities.
• Analyze specific problems and develop the best solutions.
• Build relationships and develop a relationship management plan for potential customers.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Understanding

Identifying Sales Opportunities

Oral Communications

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advanced, or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Job Description

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 to secure new business or support retention. Responsibilities include processing cases, dealing with complex queries, and resolving customer problems.
• Solutions Analysis: Analyze specific problems to find the best solutions, which could be technical or professional.
• Receiving Visitors: Receive visitors and assist with various requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM): Schedule follow-up actions, enter relevant information into CRM after each contact to support effective customer retention and business development.
• Customer Needs Clarification: Set objectives for sales calls, tailor presentations, ask relevant questions to gather information, and evaluate customer interest.
• Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customers, build relationships with decision-makers, and facilitate effective communication.
• Operational Compliance: Understand organizational policies, procedures, regulatory codes, and conduct standards. Obtain approval for any exceptions from mandatory procedures.
• Business Development: Monitor sales and market data to identify areas for business growth.
• Sales Opportunities Creation: Build a network within the business sector, represent the organization at events, gather market intelligence, and enhance visibility.
• Data Exploration: Conduct research, select relevant information, and analyze key themes and trends using primary data sources and business intelligence tools.
• Network of Influence: Participate in and contribute to networks of people, technologies, and ideas inside and outside the company.

Requirements: Skills, Qualifications, and Experience

• Grade 12 (Matric).
• Valid Driver’s license and own car.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Clear criminal and credit checks.
• Minimum of 3 years’ experience, preferably in sales.
• Computer literacy (MS Word, PowerPoint, Outlook).
• Excellent communication skills (written and verbal).
• Presentation skills are advantageous.

Additional Notes

There is no fixed closing date; applications are accepted continuously. Suitable candidates will be reviewed and referred to 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, Advance or Occupational Certificate or equivalent

Closing Date

30 January 2026, 23:59