MFC Salaried Financial Advisor

oldmutual; Bethlehem; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in South Africa seeks a customer-focused professional to advise on a range of products for a defined market. You will handle customer inquiries, analyze needs, and identify opportunities to grow business while maintaining CRM data quality.

You will build relationships with decision-makers, manage two-way information flow, and ensure compliance with policies. The role involves visiting clients, prospecting, and supporting retention efforts in a dynamic retail environment.

Qualifications

• Provides advice on a range of products to a specific allocated market.
• Identifies opportunities to secure new business or support retention.
• Analyzes problems and issues to find best solutions, which could be technical or professional.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find best solutions, which could be technical or professional.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Input and manage CRM data to enable effective customer retention and business development activities.
• Set clear objectives for sales calls or meetings and tailor materials to decision-makers.
• Develop and implement a relationship management plan for potential accounts to enable two-way information flow.
• Ensure adherence to organizational policies and regulatory codes; obtain supervisor authorization for exceptions.
• Monitor and assess sales data for regional business development opportunities.
• Network within the business sector to enhance visibility of products and services.
• Conduct research using primary data sources and BI tools to analyze key trends.
• Demonstrate the value of networking across internal and external teams.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Opportunities

Probing Questions

Qualifying Prospects

Oral Communications

Data Management

Sales Software

Strategic Selling

Relationship Building

Education

High School (Grade 12)

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 specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service
  Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Solutions Analysis
  Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receiving Visitors
  Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data
  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 that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
  Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Customer Relationship Development / Prospecting
  Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two‑way flow of information and resolution of issues.
• Operational Compliance
  Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Business Development
  Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Sales Opportunities Creation
  Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Data Exploration
  Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Network of Influence
  Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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

High School (Grade 12) (Required)

Closing Date

29 September 2026 , 23:59

The Old Mutual Story!

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.