MFC Salaried Financial Advisor (Recruitment Pool)

MFC Salaried Financial Advisor (Recruitment Pool) page is loaded

MFC Salaried Financial Advisor (Recruitment Pool)

Apply locations East London Queenstown Sterkspruit King Williams Town Fort Beaufort time type Full time posted on Posted 30+ Days Ago job requisition id JR-62611

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 financial products to a designated market segment. The advisor is responsible for achieving sales targets through their own efforts.

Responsibilities

1. Customer Service: Provide quality service, identify new business opportunities, support retention, process cases, handle complex queries, and resolve customer issues.
2. Solutions Analysis: Analyze problems to find suitable solutions, whether technical or professional.
3. Receiving Visitors: Welcome visitors, assist with requests, and refer complex matters to colleagues.
4. Customer Relationship Management (CRM): Schedule follow-ups, document interactions, and maintain quality data for effective customer retention and business growth.
5. Customer Needs Clarification: Set objectives, tailor presentations, ask relevant questions to gauge interest, and identify areas needing further information.
6. Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers within potential client organizations.
7. Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulations; seek approval for exceptions.
8. Business Development: Monitor sales and market data to identify growth opportunities within specific regions.
9. Sales Opportunities Creation: Build a professional network, participate in sector events, gather market intelligence, and enhance organizational visibility.
10. Data Exploration: Conduct research using primary data sources and business intelligence tools to analyze trends and themes.
11. Network of Influence: Engage in networking to leverage relationships, technologies, and ideas inside and outside the organization.

Requirements: Skills, Qualifications and Experience

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

Please note: There is no closing date; applications are accepted continuously. Suitable candidates 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

Note: The appointment will be made from the designated group in line with Old Mutual South Africa's Employment Equity Plan.

Old Mutual encourages vaccination against Covid-19. Disclosure of vaccination status is required during recruitment. Policies may change as deemed necessary.

The Old Mutual Story!

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Old Mutual is a leading African financial services provider across multiple sectors including Life, Property, Asset Management, and Banking. We are committed to delivering positive futures for our customers and believe a great employee experience is key to that mission.