MFC Salaried Financial Advisor

Old Mutual; Mandeni Local Municipality; On-site; ZAR 200,000 - 400,000; Full time

Job summary

A leading company is seeking a sales advisor who will provide tailored advice on products and develop customer relationships. The ideal candidate will need Grade 12, 3 years of sales experience, and a valid driver's license. You'll analyze problems, manage customer data, and actively participate in business development efforts.

Qualifications

• Grade 12 (Matric) is required.
• Minimum of 3 years working experience (preferably in sales).
• Valid Driver’s licence and Own Car.

Responsibilities

• Provide quality service to customers and handle complex queries.
• Monitor sales data to identify growth opportunities.
• Develop relationship management plans and represent the organization.

Skills

Customer Service

Building Trust

Consultative Selling

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Tools

Sales Software

Job description

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 is individually accountable for achieving results through their own efforts.

Requirements: Skills, Qualifications and Experience

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentation skills an added advantage

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, technical or professional in nature.

Receiving Visitors

Assist visitors and handle requests for information, referring complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-ups and record relevant information in CRM to support customer retention and business development.

Customer Needs Clarification

Set objectives for sales calls, tailor presentations, ask relevant questions, evaluate interest, and identify areas for further information.

Customer Relationship Development / Prospecting

Develop relationship management plans, identify decision-makers, and enable effective communication and issue resolution.

Operational Compliance

Understand and adhere to organizational policies, procedures, and regulatory standards, obtaining approval for exceptions.

Business Development

Monitor sales and market data to identify growth opportunities.

Sales Opportunities Creation

Build a network within the sector, represent the organization, gather market intelligence, and enhance visibility.

Data Exploration

Research and analyze key themes and trends using primary data sources and BI tools.

Network of Influence

Participate in and contribute to networks 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

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

Closing Date

30 December 2025 , 23:59

Note: The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa.

Vaccination Policy

Old Mutual encourages vaccination against Covid-19 and requires disclosure of vaccination status during recruitment. Policies may change as deemed necessary.

About the company

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

Notice

Talentify is an Equal Opportunity Employer. Consideration for employment is based on merit, without discrimination. Reasonable accommodations are available for applicants with disabilities. Contact: [e-mail] or 407-000-0000.

All new hires must complete Form I-9 and provide proof of eligibility. An AEDT will score skills and responses. For NYC applicants, alternate processes or accommodations are available.