MFC Salaried Financial Advisor (RECRUITMENT POOL)

Old Mutual South Africa; Mthatha; On-site; ZAR 20 000 - 40 000; Full time

Job summary

Join a forward-thinking company committed to harnessing the African opportunity! In this role, you'll provide expert advice on a range of products, ensuring exceptional service to customers while identifying new business opportunities. Your ability to analyze customer needs and build strong relationships will be key to your success. This innovative firm values diverse talent and offers a collaborative environment where your contributions will make a significant impact. If you're passionate about customer service and eager to drive results, this opportunity is perfect for you.

Qualifications

• Experience in consultative selling and customer service.
• Ability to analyze customer needs and develop solutions.

Responsibilities

• Provide quality service and resolve customer issues effectively.
• Develop relationships with potential clients and enhance visibility.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher Certificate

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

Provides advice on a specific range of products to a designated market segment and is individually responsible for achieving results through their own efforts.

Responsibilities

1. Customer Service: Provide quality service to customers, identify opportunities for new business or support retention, process cases, handle complex queries, and resolve customer issues.
2. Solutions Analysis: Analyze specific problems to find the best solutions, which may be technical or professional.
3. Receiving Visitors: Welcome visitors and assist with information requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Schedule follow-ups, record relevant information into the CRM system after each contact to support customer retention and business development.
5. Customer Needs Clarification: Set objectives for sales calls, tailor presentations, ask relevant questions to gauge interest, and identify areas needing further information.
6. Customer Relationship Development / Prospecting: Develop and implement plans to build relationships with potential clients and facilitate effective communication and issue resolution.
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 in specific regions to identify opportunities for growth.
9. Sales Opportunities Creation: Build a network within the business sector, represent the organization at events, gather market intelligence, and enhance visibility.
10. Data Exploration: Conduct research and analyze data to identify themes and trends using primary sources and business intelligence tools.
11. Network of Influence: Participate in and contribute to networks inside and outside the organization to leverage relationships and ideas.

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

Core 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 March 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.

The Old Mutual Story!