MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual South Africa; Qonce; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is seeking a dynamic sales and customer service professional in the Eastern Cape to drive customer relationships and growth.

You will handle complex queries, manage CRM data, develop relationships with decision-makers, and participate in business development activities across the region. A strong focus on consultative selling and data-driven insights is essential to succeed in this role.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in customer service or sales is beneficial.
• Knowledge of regulatory or company policies is advantageous.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Schedule follow-ups and enter information into the CRM after each contact.
• Develop a relationship plan to build connections with decision-makers and influencers.
• Clarify customer needs and tailor presentations to key stakeholders.
• Monitor sales data and market trends to identify regional growth opportunities.
• Represent the organization at events and expand the network of potential clients.
• Ensure compliance with company policies and regulatory codes.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

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

Tools

CRM 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

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

29 June 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!