Inhouse Salaried Financial Advisor - Matlosana Mall

Old Mutual; Klerksdorp; On-site; ZAR 300 000 - 400 000; Full time

Job summary

Old Mutual seeks a dedicated individual to provide expert advice on a range of products to designated market segments. The role focuses on customer service, business development, and operational compliance, requiring a high school diploma and strong relationship-building skills. Join a company committed to leveraging diverse talent and enhancing customer satisfaction.

Qualifications

• High School (Grade 12) is required.

Responsibilities

• Providing quality service and resolving customer issues.
• Analyzing problems to find optimal solutions.
• Developing relationship management plans and identifying decision-makers.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

High School (Grade 12)

Job description

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

The role involves providing advice on a specific range of products to a designated market segment. The individual is responsible for achieving results through their own efforts. Key responsibilities include:

1. Customer Service: Providing quality service, identifying new business opportunities, supporting retention, processing cases, handling complex queries, and resolving customer issues.
2. Solutions Analysis: Analyzing problems to find optimal solutions, whether technical or professional.
3. Receiving Visitors: Welcoming visitors, assisting with information requests, and referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Scheduling follow-ups, entering information into the CRM system, and maintaining quality data for effective customer retention and business development.
5. Customer Needs Clarification: Setting objectives for sales calls, tailoring presentations, asking relevant questions, and evaluating customer interest.
6. Customer Relationship Development / Prospecting: Developing relationship management plans, identifying decision-makers, and building relationships within customer organizations.
7. Operational Compliance: Understanding and adhering to organizational policies, procedures, and relevant regulations, obtaining necessary authorizations.
8. Business Development: Monitoring sales and market data to identify new business opportunities.
9. Sales Opportunities Creation: Networking within the business sector, representing the organization at events, and enhancing visibility and reputation.
10. Data Exploration: Conducting research and analyzing data using primary sources and business intelligence tools.
11. Network of Influence: Participating in and contributing to internal and external networks to leverage relationships and ideas.

Skills and Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

High School (Grade 12) (Required)

Closing Date

26 May 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

The Old Mutual Story!