MFC Salaried Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd; Manguzi; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a sales advisor to provide product guidance to a defined market and drive new business through proactive client engagement. The role focuses on delivering quality service, maintaining CRM data integrity, and developing relationships with decision-makers.

The ideal candidate has 3+ years in sales, Grade 12, a valid driver's license with own car, and strong communication skills. Closing date 30 March 2026.

Qualifications

• Grade 12 (Matric) and valid driver’s license with own car.
• FAIS compliance and clear criminal/credit checks.
• Minimum 3 years sales experience preferred.
• Computer literacy: MS Word, PowerPoint, Outlook.
• Excellent written and verbal communication skills.
• Presentations skills are an added advantage.

Responsibilities

• Provide advice on a range of products to a defined market and meet targets through own effort.
• Deliver quality customer service and identify opportunities to secure new business or retention.
• Handle cases, respond to complex queries, and resolve customer problems.
• Analyze problems to determine best technical or professional solutions.
• Receive visitors and direct them or escalate as needed.
• Record interactions in the CRM and schedule follow-ups to maintain data quality.
• Clarify customer needs, tailor materials for decision-makers, and gather relevant information.
• Develop relationships with potential accounts and key influencers for business development.
• Ensure compliance with policies, procedures and regulatory codes; seek supervisor authorization for exceptions.
• Monitor sales and market data to identify regional growth opportunities.
• Build a professional network at sector events to boost visibility and reputation.
• Perform data research to identify trends using primary data sources and BI tools.
• Demonstrate networking value through participation in a network of people 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

Education

Grade 12

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Job Description Requirements: Skills, Qualifications and Experience required

• 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)
• Presentations skills an added advantage

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

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

Closing Date 30 March 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.

Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.