Financial Adviser: Client Growth & Solutions

Old Mutual South Africa; Nongoma; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking an accredited financial adviser to provide proactive financial planning and on-demand advice to an allocated customer market. You will maintain superior service through building strong client relationships and recommending sound solutions aligned with client goals and regulatory frameworks.

The role includes in-house training, completing prescribed regulatory exams, and accreditation with the Financial Services Regulatory Authority, with ongoing professional

Qualifications

• Grade 12 (Matric) certificate.
• FAIS compliance.
• RE5 an advantage.
• A valid Driver’s licence and your own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure data quality for retention and development activities.
• Set clear objectives for each sales call or meeting; tailor materials for decision-makers and ask questions to gather information.
• Develop and implement a relationship management plan to identify and build relationships with relevant decision-makers to enable two-way information flow.
• Develop knowledge of policies and procedures and regulatory codes to ensure compliance; obtain supervisor authorization for exceptions.
• Monitor and assess sales and market data for a geographic region to identify new business opportunities.
• Develop a personal network within the business sector and represent the organization at events to enhance visibility.
• Conduct research and select relevant information to enable analysis of key themes using primary data sources and BI tools.
• Demonstrate understanding of networking value by participating in a network of people, technologies, 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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

MS Office

CRM

Job description

Old Mutual South Africa is seeking an accredited financial adviser to provide proactive financial planning and on-demand advice to an allocated customer market. You will maintain superior service through building strong client relationships and recommending sound solutions aligned with client goals and regulatory frameworks.

The role includes in-house training, completing prescribed regulatory exams, and accreditation with the Financial Services Regulatory Authority, with ongoing professional