MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual Life Assurance Company (SA) Ltd; Port Alfred; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a results-driven sales and client-services professional in Port Alfred to advise clients on a range of products and actively grow the business. You will handle customer inquiries, perform data entry in CRM, and build relationships with decision-makers across allocated markets.

The role emphasizes consultative selling, efficient case handling, and adherence to regulatory standards while contributing to a broader business development strategy

Qualifications

• Customer service experience and a results-oriented mindset.
• Ability to identify opportunities to secure new business and support retention.
• Proven track record in sales and client relationship management.
• Familiarity with CRM systems and data entry after each customer contact.
• Strong communication, listening and questioning skills.
• Knowledge of regulatory codes and organizational policies.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact.
• Develop and implement a relationship management plan for potential customer accounts.

Skills

Trust

Consultative Selling

Customer Focus

Direct Selling

Probing Questions

Qualifying Prospects

Oral Communications

Strategic Selling

Networking

Education

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

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.

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 July 2027 , 23:59

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.