MFC Salaried Financial Advisor

oldmutual; Krugersdorp; On-site; ZAR 250,000 - 360,000; Full time

Job summary

Old Mutual is seeking a sales-focused professional to provide product advice to a designated market. The role emphasizes quality customer service, CRM data handling, and proactive business development in a South African context.

The incumbent will engage in relationship management, leverage networking to identify opportunities, and ensure compliance with regulatory standards while driving growth in the assigned region.

Qualifications

• NQF Level 5 or higher qualification is required.
• Experience in consultative selling and customer-focused service.
• Knowledge of CRM data handling for customer retention and growth.

Responsibilities

• Provide advice on a range of products to an allocated market and are accountable for achieving results through own efforts.
• Deliver quality customer service while identifying opportunities to secure new business or support retention.
• Analyze problems to find best solutions, which may be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact to enable effective retention and business development.
• Set clear objectives for each sales call or meeting; tailor materials for decision-makers and influencers; gather information to evaluate interest.
• Develop and implement a relationship management plan to identify and build relationships with decision-makers and influencers.
• Develop knowledge of policies and regulatory codes to ensure compliance; obtain supervisor authorization for exceptions.
• Monitor sales and market data for the region to identify growth opportunities.
• Develop a personal network and represent the organization at business events to gain market intelligence.
• Conduct research to analyze key themes and trends using primary data sources and BI tools.

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

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.

na

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
• OrientedBalances
• StakeholdersBuilds
• NetworksCollaboratesCommunicates
• EffectivelyCustomer
• FocusDrives
• ResultsEnsures
• Accountability

Education

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

Closing Date

30 December 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!