MFC Salaried Financial Advisor (Recruitment Pool - Eastern Cape)

Old Mutual; East London; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in East London is seeking a Customer Services Consultant to deliver quality service and support business growth. Key responsibilities include managing customer relationships, solving queries, and achieving sales results. Candidates should have at least 3 years of sales experience, strong communication skills, and a valid driver's license. This position promotes a pro-vaccination policy and is open for applications at any time.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid driver's license and own car required.
• Clear criminal and credit check is necessary.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Process customer queries and resolve problems effectively.
• Develop a relationship management plan for potential customer accounts.

Skills

Customer service

Communication skills

Sales experience

Networking

Problem-solving

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5)

Tools

MS Word

PowerPoint

Outlook

Job description

Overview

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

This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. Customer Service

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Analyze specific problems and issues to find the best solutions, which could be technical or professional in nature.
• Receive visitors and assist with 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 ensure quality data for retention and business development.
• Set clear objectives for each sales call or meeting; tailor standard materials to decision-makers and influencers; ask relevant questions to gather information and respond to information gaps.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers; enable effective two-way information flow and issue resolution.
• Develop knowledge of the organization's policies and procedures and relevant regulatory codes to ensure compliance; obtain authorization from a supervisor for any exceptions from mandatory procedures.
• Monitor and assess sales and market data for a specific geographic region to assist management in identifying areas for business development.
• Develop a personal network within the business sector and represent the organization at sector events; obtain market intelligence and enhance visibility of the organization, products, and 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 inside and outside the company.

Requirements: Skills, Qualifications and Experience

• 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.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date

27 February 2026, 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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to Old Mutual’s Covid-19 vaccination policy for further detail. Old Mutual reserves the right to reinstate the requirement to vaccinate if it is deemed imperative.

The Old Mutual Story!