MFC Salaried Financial Advisor (RECRUITMENT POOL)

Old Mutual Life Assurance Company (SA) Ltd; East London; On-site; ZAR 71,000 - 85,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in East London seeks a customer-focused sales support professional to advise on a range of products. You will service customers, process cases, and identify opportunities to grow business while maintaining compliance.

The role emphasizes relationship development, data management in CRM, and effective communication with decision-makers. A Matric/FAIS background and driving license are preferred.

Qualifications

• Matric required and FAIS compliance is preferred.
• Strong communication and presentation skills are essential.
• Proven ability to manage customer relationships and data.

Responsibilities

• Provide quality service and identify opportunities for new business or retention.
• Analyze problems to propose technical or professional solutions.
• Receive visitors and direct them appropriately.
• Maintain CRM data and plan follow-up actions after each contact.
• Clarify customer needs and tailor presentations for decision-makers.
• Develop relationships with key influencers and decision-makers.
• Ensure regulatory compliance and adherence to procedures.
• Monitor sales data to identify regional growth opportunities.
• Build a network to support business development and customer engagement.
• Conduct research to analyze trends and inform strategies.
• Lead networking activities to enhance visibility and reputation.

Skills

Communication skills

Presentations

Computer literacy

Driver's license

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5)

Matric certificate or equivalent

Tools

MS Word

PowerPoint

Outlook

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 na 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.

Requirements

• Grade 12 (Matric).
• Valid Driver's licence and Own Car.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• 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).
• Presentations skills an added advantage.
• R7000 basic salary plus R2500 performance bonus (based on meeting your monthly target) Incentive bonus (commission).
• Matric certificate or equivalent is required.
• Valid Driver's license is required.
• Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old 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 April 2027 , 23:59

Appointment Details

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.

Old Mutual Story

The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.