MFC Salaried Financial Advisor

oldmutual; Welkom; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is seeking a results-driven professional to advise on a range of products to a defined market. You will handle customer service, perform solutions analysis, and manage CRM data to drive retention and new business.

You will also develop relationships with key decision-makers, guide sales calls, and ensure compliance with company policies while pursuing regional growth opportunities. This is a full-time, on-site role in South Africa.

Qualifications

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receive visitors and assist with information requests, referring more complex matters to colleagues.
• Enter relevant information into the CRM after each contact to support retention and business development.
• Set clear objectives for each sales call or meeting; tailor materials to decision-makers and influencers; ask questions to gather information.
• Develop and implement a relationship management plan for potential accounts to build relationships with decision-makers and influencers.
• Understand and apply the organization's policies to ensure compliance; obtain supervisor authorization for exceptions.
• Monitor and assess sales and market data for a geographic region to identify growth opportunities.
• Develop a personal network within the business sector and attend events to raise visibility of the organization.
• Conduct research and extract relevant data to analyze key themes and trends using primary data sources and BI tools.
• Demonstrate understanding of networking value by engaging with 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

Education

High School (Grade 12) (Required)

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 specific allocated market and are individually accountable for achieving results through their 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

High School (Grade 12) (Required)

Closing Date

29 September 2026 , 23:59

The Old Mutual Story!

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.