MFC Salaried Financial Advisor (RECRUITMENT POOL)

Old Mutual; KwaMaqoma; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Eastern Cape is seeking a Financial Advisor. This role involves providing quality service to customers, identifying new business opportunities, and maintaining customer relationships. Ideal candidates will have a Matric certificate, at least 3 years of sales experience, and excellent communication skills. The position is open for applicants at any time.

Qualifications

• Valid Driver’s licence and Own Car.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Minimum of 3 years working experience (preferably in sales).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business.
• Analyze specific problems and issues to find the best solutions.
• Develop and implement a relationship management plan for customer accounts.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advance or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Let\u2019s Write Africa\u2019s 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

• 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.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• 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.
• 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\u2019s level of interest, and to identify and respond to areas requiring further information or explanation.
• 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.
• Develop knowledge and understanding of the organization\u2019s 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.
• 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.
• 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.
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• 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: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver\u2019s 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

Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.

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 January 2027, 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.

The Old Mutual Story!