Salaried Financial Advisor

Old Mutual Limited; Polokwane; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company seeks a Salaried Financial Advisor to provide tailored advice and achieve sales targets. The role involves customer service, business development, and compliance with organizational policies. Candidates should have a Grade 12 qualification, a valid driver's license, and at least three years of sales experience.

Qualifications

• Grade 12 (Matric) required.
• Minimum 3 years sales experience preferred.
• Valid Driver's license and own car needed.

Responsibilities

• Deliver quality service to customers and resolve issues.
• Analyze sales data to identify growth opportunities.
• Develop relationships with decision-makers and influencers.

Skills

Building Trust

Customer-Focused

Consultative Selling

Customer Understanding

Direct Selling

Oral Communication

Networking

Effective Communication

Education

NQF Level 5 or higher

Tools

MS Word

PowerPoint

Outlook

Job description

Salaried Financial Advisor page is loaded

Job Description

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

Responsibilities

1. Customer Service: Deliver quality service to customers, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer issues.
2. Solutions Analysis: Analyze problems to find optimal solutions, which may be technical or professional.
3. Visitor Reception: Receive visitors, assist with requests, and refer complex matters to colleagues.
4. Customer Relationship Management (CRM): Schedule follow-ups, document interactions in CRM to support customer retention and business development.
5. Customer Needs Clarification: Set objectives, tailor presentations, ask relevant questions to understand customer needs, and evaluate interest levels.
6. Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers, facilitating 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: Analyze sales and market data to identify growth opportunities in specific regions.
9. Sales Opportunities Creation: Build a professional network, participate in sector events, and enhance organizational visibility and reputation.
10. Data Exploration: Conduct research using primary data sources and business intelligence tools to analyze trends.
11. Network of Influence: Participate in and contribute to internal and external networks to leverage knowledge, technologies, and ideas.

Requirements :

• Grade 12 (Matric)
• Valid Driver's license and own car
• FAIS Compliance
• Clear criminal and credit checks
• Minimum 3 years sales experience, preferably
• Computer literacy (MS Word, PowerPoint, Outlook)
• Excellent communication skills (written and verbal)
• Presentation skills are advantageous

Skills and Competencies:

• Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding
• Direct Selling, Identifying Sales Opportunities, Oral Communication, Probing Questions, Qualifying Prospects
• Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
• Action Oriented, Stakeholder Management, Networking, Collaboration, Effective Communication
• Customer Focus, Results-Driven, Accountability

Education: NQF Level 5 or higher (e.g., Higher, Advanced, or Occupational Certificate)

Closing Date: 15 May 2023 at 23:59

Old Mutual is committed to employment equity and encourages applications from all qualified candidates.