MFC Salaried Financial Advisor

Old Mutual South Africa; Pretoria; Vor Ort; ZAR 300.000 - 420.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is seeking a dynamic professional to deliver excellent customer service, identify new business opportunities, and manage CRM data for retention and growth.

The role emphasizes relationship development, needs clarification, and proactive selling across a geographic region with strong compliance to regulatory standards.

Qualifikationen

• NQF Level 5 or higher qualification or equivalent.
• Experience in customer service and sales is preferred.
• Strong communication and relationship-building skills.

Aufgaben

• Provide quality customer service while identifying new business opportunities.
• Analyze problems to offer best technical or professional solutions.
• Enter information into CRM to enable retention and business development.
• Schedule follow-ups and manage customer data for call plans.
• Develop and implement a relationship plan with key decision-makers.
• Ensure compliance with organizational policies and regulatory codes.

Kenntnisse

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

Ausbildung

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

Jobbeschreibung

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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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

29 January 2027 , 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!