MFC Sales Agent

Old Mutual South Africa; Durban; On-site; ZAR 300 000 - 450 000; Full time

Job summary

Join a leading financial services firm in Durban, where you will leverage your skills in data analysis, customer relationship management, and financial advice. This role offers the opportunity to contribute to account development strategies and achieve sales targets while ensuring operational compliance. The ideal candidate will have a Matriculation Certificate and experience in the financial sector.

Qualifications

• Experience in the Financial Services industry is advantageous.
• Good communication skills (written and verbal).

Responsibilities

• Collate and analyze data using preset tools.
• Prepare moderately complex documents and reports.
• Conduct comprehensive financial planning.

Skills

Accounting

Data Analysis

Communication

Sales Software

Education

Matriculation 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 commitment.

Job Description

• Requirements: Matric, experience in the Financial Services industry is advantageous, clear credit and criminal record, good communication skills (written and verbal), presentation skills are an added advantage.

Provides specialist knowledge and executes account development strategies and sales business plans to achieve medium-sized sales targets.

Responsibilities

1. Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats. Involves working independently.
2. Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and policies, referring issues to others where necessary.
3. Document Preparation: Prepare moderately complex documents using standard office software and gather/summarize data for reports.
4. Insights and Reporting: Extract and combine data to generate standard reports.
5. Customer Relationship Management / Account Management: Make calls to maintain and strengthen relationships, acting as a first point of contact for queries and complaints.
6. Financial Advice: Conduct comprehensive financial planning and advice for complex client situations.
7. Sales: Support routine sales activities.
8. Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulations; seek approval for exceptions.
9. Personal Capability Building: Participate in development activities, stay informed on industry best practices through ongoing education.

Skills

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Core Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

Matriculation Certificate (Matric) is required.

Closing Date

24 May 2025, 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!