MFC Salaried Financial Advisor In-house

Old Mutual; Graaff-Reinet; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading company in South Africa is seeking a professional to provide advice on financial products and develop customer relationships. The role focuses on customer service, business development, and compliance with organizational standards. Ideal candidates will have experience in financial services and demonstrate strong communication and networking skills.

Qualifications

• Relevant experience in financial services, sales, or related fields is advantageous.

Responsibilities

• Provide quality service to customers and resolve complex queries.
• Analyze problems to find the best solutions.
• Develop plans to build relationships with decision-makers.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Job description

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 designated market segment and is individually accountable for achieving results through their own efforts.

Responsibilities

1. Customer Service: Provide quality service to customers, identify opportunities for new business or retention, process cases, and resolve complex queries.
2. Solutions Analysis: Analyze problems to find the best solutions, which may be technical or professional.
3. Receiving Visitors: Welcome visitors, assist with information requests, and refer complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Schedule follow-ups, input relevant information into CRM, and maintain quality data for customer retention and business development.
5. Customer Needs Clarification: Set objectives for sales calls, tailor presentations, and ask relevant questions to assess customer interest and needs.
6. Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers within customer organizations.
7. Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards; seek approval for exceptions.
8. Business Development: Analyze sales and market data to identify growth opportunities; build a network within the business sector; represent the organization at sector events.
9. Data Exploration: Conduct research and analyze data using primary sources and business intelligence tools.
10. Network of Influence: Participate in and contribute to internal and external networks to share ideas and foster influence.

Skills

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education & Experience

Details on education and experience are unspecified or unclear, but relevant experience in financial services, sales, or related fields is advantageous.

Closing Date: 18 April 2025 23:59

The appointment will follow the Employment Equity Plan of Old Mutual South Africa.

Additional Information: The role involves business development, customer relationship management, and compliance with organizational standards.