MFC Salaried Financial Advisor

Old Mutual South Africa; Boksburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services company in Boksburg seeks a candidate to provide advice on various products while enhancing customer relationships. The ideal candidate will have strong skills in consultative selling and a commitment to customer service. An NQF Level 5 qualification is required. The role includes responsibilities in customer service, business development, and operational compliance. Competitive candidates will excel in building trust and understanding customer needs. Apply before 19 August 2025.

Responsibilities

• Provide quality service to customers and resolve problems.
• Analyze problems to find the best solutions.
• Welcome visitors and assist with information requests.
• Maintain CRM data to support customer retention.
• Set objectives for sales calls and tailor presentations.
• Develop relationship management plans for customers.
• Ensure adherence to organizational policies and regulations.
• Monitor market data to identify growth opportunities.
• Build a network and gather market intelligence.
• Engage in networking to foster connections.

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, Advanced or Occupational 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 and is individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service: Provide quality service to customers, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer problems.
• Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional.
• Receiving Visitors: Welcome visitors, assist with information requests, and refer complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Schedule follow-ups, record relevant information into CRM to support customer retention and business development.
• Customer Needs Clarification: Set objectives for sales calls, tailor presentations, ask relevant questions to understand customer interests, and identify areas for further discussion.
• Customer Relationship Development / Prospecting: Develop relationship management plans, identify decision-makers, and facilitate effective communication.
• Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulations; seek approval for exceptions.
• Business Development: Monitor sales and market data to identify growth opportunities.
• Sales Opportunities Creation: Build a network within the sector, participate in events, gather market intelligence, and enhance organizational visibility.
• Data Exploration: Conduct research, analyze themes and trends using primary data sources and business intelligence tools.
• Network of Influence: Engage in networking activities both inside and outside the organization to foster connections 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

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

19 August 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!