MFC Salaried Financial Advisor

Old Mutual; Scottburgh; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual seeks a driven sales advisor to provide tailored solutions and exceptional customer service. This role involves engaging with clients, managing relationships, and analyzing data to seize business opportunities. With a focus on trust and collaboration, this is a fulfilling opportunity in a supportive environment.

Qualifications

• Grade 12 (Matric) required.
• Valid Driver’s license and Own Car necessary.
• FAIS Compliance is crucial.

Responsibilities

• Provide quality service and identify opportunities for new business.
• Analyze problems to find the best solutions and manage customer relationships.
• Develop plans to build relationships with decision-makers.

Skills

Building Trust

Customer-Focused

Consultative Selling

Sales Opportunities Creation

Direct Selling

Education

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

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

This role involves providing advice on a specific range of products to a designated market segment. The individual is responsible for achieving results through their own efforts.

Requirements: Skills, Qualifications, and Experience

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

Responsibilities

• Customer Service: Provide quality service, identify opportunities for new business, support retention, process cases, handle complex queries, and resolve customer issues.
• Solutions Analysis: Analyze problems to find the best solutions, technical or professional.
• Receiving Visitors: Greet visitors, assist with requests, refer complex matters.
• Customer Relationship Management (CRM) Data: Schedule follow-ups, update CRM, and ensure quality data for retention and development.
• Customer Needs Clarification: Set objectives, tailor presentations, ask questions to evaluate interest, and gather information.
• Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers.
• Operational Compliance: Understand policies, procedures, and regulations; obtain approval for exceptions.
• Business Development: Monitor sales data, identify market opportunities.
• Sales Opportunities Creation: Network, represent the organization, gather market intelligence.
• Data Exploration: Research and analyze data for trends and themes.
• Network of Influence: Participate in and contribute to professional networks.

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 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Old Mutual encourages vaccination against Covid-19. All prospective employees must disclose their vaccination status during recruitment. Refer to the company's Covid-19 vaccination policy for details. The vaccination requirement may be reinstated if deemed necessary.

The Old Mutual Story!