MFC Salaried Financial Advisor

Old Mutual South Africa; uMhlabuyalingana Local Municipality; On-site; ZAR 30,000 - 40,000; Full time

Job summary

A leading financial services provider is seeking a motivated professional to join their team in uMhlabuyalingana. This role requires a strong background in sales, excellent communication skills, and an understanding of customer service. Responsibilities include providing quality service, analyzing customer needs, and developing sales strategies. Candidates should hold NQF Level 5 qualifications and have at least 3 years of relevant experience. A valid driver’s licence and own car are essential. The position supports career growth in a diverse environment.

Qualifications

• Grade 12 (Matric) is mandatory.
• A valid driver’s licence and own car are essential for the role.
• FAIS compliance and a clear criminal and credit check are required.
• A minimum of 3 years working experience in sales is preferred.

Responsibilities

• Provide quality service to customers while identifying opportunities for new business.
• Analyze specific problems to find suitable technical or professional solutions.
• Develop a personal network to enhance the organization's visibility and reputation.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Sales Data Management

Education

NQF Level 5 – Higher, Advance or Occupational Certificate

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

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).
• Presentation skills an added advantage.

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through his/her 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.