MFC Salaried Financial Advisor

Old Mutual; Port Shepstone; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual seeks a MFC Salaried Financial Advisor in Port Shepstone, responsible for delivering tailored advice and managing customer relationships. Candidates need a Matric, valid driver's license, and three years of sales experience. The role emphasizes trust-building, effective communication, and operational compliance, contributing to the business's growth and customer retention.

Qualifications

• Grade 12 (Matric), valid driver’s license, and own car required.
• Minimum of 3 years working experience in sales.
• FAIS Compliance and clear criminal and credit check required.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze issues and develop personalized solutions.
• Conduct customer relationship management and data entry in CRM systems.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Opportunities Identifying

Oral Communications

Education

NQF Level 5

Tools

Sales Software

Job description

MFC Salaried Financial Advisor page is loaded

MFC Salaried Financial Advisor

Apply locations Port Shepstone time type Full time posted on Posted 30+ Days Ago job requisition id JR-63665

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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Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

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

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

29 December 2025 , 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 Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

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