Mfc Salaried Financial Advisor

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Join a leading company as a sales advisor where you will provide quality service and support customers while building relationships to drive business growth. The role requires minimum 3 years sales experience and strong communication skills, along with a higher education qualification. This opportunity allows you to explore market trends, develop customer relationships, and contribute to business success.

Qualifications

• Grade 12 (Matric) required.
• Minimum of 3 years working experience preferably in sales.
• FAIS Compliance and clear criminal credit check mandatory.

Responsibilities

• Provide quality service to customers and identify new business opportunities.
• Analyze problems to find best solutions, developing plans to build relationships.
• Manage CRM data for customer retention and business development.

Skills

Building Trust

Customer-Focused

Direct Selling

Sales Data Management

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

Tools

Sales Software

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.

Requirements

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

Responsibilities

1. Customer Service: Provide quality service to customers, identify opportunities to secure new business or support retention, process cases, handle complex queries, and resolve customer problems.
2. Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional.
3. Receiving Visitors: Greet visitors and assist with requests, referring complex issues to colleagues.
4. CRM Data Management: Schedule follow-ups, enter information into CRM to aid customer retention and business development.
5. Customer Needs Clarification: Set objectives, tailor presentations, ask relevant questions to gauge interest and gather information.
6. Customer Relationship Development: Develop plans to build relationships with decision-makers and influencers.
7. Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards.
8. Business Development: Monitor sales data and market trends to identify new opportunities.
9. Sales Opportunities Creation: Network within the business sector and represent the organization at events.
10. Data Exploration: Conduct research using primary data sources and business intelligence tools.
11. 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, Advanced or Occupational Certificate or equivalent

Closing Date

30 December, 23:59

The appointment will be made in accordance with the Employment Equity Plan of Old Mutual South Africa. Old Mutual encourages vaccination against Covid-19 and may require disclosure of vaccination status during recruitment. The organization reserves the right to reinstate vaccination requirements if deemed necessary.

The Old Mutual Story!

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