MFC Salaried Financial Advisor

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

Job summary

A leading financial services provider in South Africa seeks an individual for a customer service and business development role. This position involves providing quality service, analyzing problems, and developing customer relationships. Candidates should have a high school diploma and several key skills, including consultative selling and customer understanding. Join a diverse team dedicated to making a difference in Africa.

Responsibilities

• Provide quality service to customers while securing new business.
• Analyze specific problems and find the best solutions.
• Assist visitors and address their requests for information.
• Enter relevant information into the CRM system post customer contacts.
• Set objectives for sales calls and tailor presentations.
• Build relationships with decision-makers within customer organizations.
• Understand and comply with organizational policies and procedures.
• Monitor sales and market data for business development opportunities.
• Develop a personal network within the business sector.
• Conduct research to analyze key themes and trends.
• Participate in networking 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

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

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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
• CollaboratesCommunicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

High School (Grade 12) (Required)

Closing Date

29 September 2026 , 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!