MFC Salaried Financial Advisor

Old Mutual South Africa; Bethlehem (Northampton County); On-site; USD 50,000 - 70,000; Full time

Job summary

Old Mutual South Africa is seeking a professional in Bethlehem, Pennsylvania, to provide customer service and business development support. The role requires strong consultative skills and the ability to build trust with clients.

The ideal candidate should possess strong analytical skills to assess sales opportunities, ensure operational compliance, and deliver high-quality service while maintaining customer relationships.

This position is critical in achieving business results and enhancing the organization's market presence.

Responsibilities

• Provide a quality service to customers while identifying opportunities for new business or retention.
• Analyze specific problems to find the best solutions.
• Schedule follow-up actions and maintain CRM data for effective customer relations.
• Develop a relationship management plan for potential customer accounts.

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

Education

High School (Grade 12)

Job description

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service

  Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

• Solutions Analysis

  Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

• Receiving Visitors

  Receive visitors and assist with various requests for information, 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 create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

• Customer Needs Clarification

  Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision‑makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

• Customer Relationship Development / Prospecting

  Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision‑makers and influencers within the customer organization and to enable effective two‑way flow of information and resolution of issues.

• Operational Compliance

  Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

• Business Development

  Monitor and assess sales and market data for a specific geographic region that will assist management in identifying 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 business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

• Data Exploration

  Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

• Network of Influence

  Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both 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: High School (Grade 12) (Required)

Closing Date: 29 September 2026, 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.