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MFC Salaried Financial Advisor( Recruitment Pool)

Old Mutual

Newcastle

On-site

ZAR 300,000 - 400,000

Full time

23 days ago

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Job summary

Old Mutual is seeking a motivated individual to provide exceptional customer service and drive sales within a designated market. The ideal candidate will possess strong communication skills, a valid driver's license, and a proven track record in sales. This role offers the opportunity to build relationships, analyze customer needs, and contribute to business development. Join us in writing Africa's story together!

Qualifications

  • Grade 12 (Matric) required.
  • Valid Driver’s license and Own Car.
  • Minimum of 3 years working experience (preferably in sales).
  • Computer literacy (MS Word, PowerPoint, and Outlook).

Responsibilities

  • Provide quality service to customers and identify new business opportunities.
  • Analyze problems to find the best solutions.
  • Manage customer relationships and maintain CRM data.
  • Monitor sales and market data to identify new opportunities.

Skills

Building Trust
Consultative Selling
Customer-Focused
Customer Service
Identifying Sales Opportunities
Oral Communications
Strategic Selling

Education

NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent

Tools

Sales Software

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

  • Grade 12 (Matric)
  • Valid Driver’s license 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 designated market 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 support retention, process cases, handle complex queries, and resolve customer problems.
  2. Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional.
  3. Receiving Visitors: Welcome visitors and assist with information requests, referring complex matters to colleagues.
  4. Customer Relationship Management (CRM) Data: Schedule follow-ups and enter relevant information into CRM to support customer retention and business development.
  5. Customer Needs Clarification: Set objectives for sales calls, tailor presentations, and ask questions to understand customer needs and interests.
  6. Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers within potential customer organizations.
  7. Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards.
  8. Business Development: Monitor sales and market data to identify new opportunities within specific regions.
  9. Sales Opportunities Creation: Network within the business sector, represent the organization at events, and gather market intelligence.
  10. Data Exploration: Conduct research to analyze key themes and trends using primary data sources and business intelligence tools.
  11. Network of Influence: Participate in and contribute to networks both inside and outside the company to build influence.
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, Advanced, or Occupational Certificate or equivalent

Closing Date

30 December 2025, 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!

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