MFC Salaried Financial Advisor (Recruitment Tool)

Old Mutual South Africa; Durban; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated sales professional to join their team in Durban. This role focuses on providing exceptional customer service while identifying new business opportunities and maintaining strong relationships with clients. The ideal candidate will possess excellent communication skills and a strong background in consultative selling. If you are passionate about driving results and building trust with customers, this opportunity is perfect for you. Join a dynamic team that values your contributions and offers a chance to grow your career in a supportive environment.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• FAIS Compliance and clear criminal and credit check required.

Responsibilities

• Provide quality service to customers and resolve complex queries.
• Analyze problems to find best solutions and develop customer relationships.
• Monitor sales and market data to identify new business opportunities.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

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

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

Requirements: Skills, Qualifications and Experience

• Grade 12 (Matric).
• Valid Driver’s licence 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 are an added advantage

Responsibilities

• Customer Service: Provide quality service to customers, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer problems.
• Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional.
• Receiving Visitors: Welcome visitors, assist with information requests, and refer complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Schedule follow-ups, enter information into the CRM system, and maintain quality data for customer retention and business development.
• Customer Needs Clarification: Set objectives for sales calls, tailor presentations, ask relevant questions, and evaluate customer interest.
• Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers within customer organizations.
• Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards.
• Business Development: Monitor sales and market data to identify new business opportunities.
• Sales Opportunities Creation: Network within the business sector, participate in events, gather market intelligence, and enhance organizational visibility.
• Data Exploration: Conduct research and analyze data to identify trends and themes.
• Network of Influence: Participate in and contribute to networks inside and outside the organization.

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.