MFC Salaried Financial Advisor (Talent Pool)

Old Mutual; Durban; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A leading financial services provider, Old Mutual, based in Durban, seeks a Sales Consultant to enhance customer relations and drive business development. The ideal candidate will hold an NQF Level 5 qualification and possess a strong sales background. Responsibilities include providing customer service, identifying sales opportunities, and maintaining CRM data. The role demands excellent communication skills and a proactive approach to meeting sales targets.

Qualifications

• Grade 12 (Matric) and valid driver’s license required.
• Clear criminal and credit checks necessary for compliance.
• Minimum 3 years working experience in sales preferred.

Responsibilities

• Provide quality customer service and resolve complex queries.
• Analyze customer problems and offer effective solutions.
• Develop relationships with potential customers and decision-makers.

Skills

Building Trust

Customer Service

Identifying Sales Opportunities

Consultative Selling

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

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 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 an added advantage

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

Responsibilities

• Customer Service: Provide quality service to customers, identify opportunities to secure new business or support retention, process cases, deal with complex queries, and resolve customer problems.
• Solutions Analysis: Analyze specific problems to find the best solutions, which could be technical or professional.
• Receiving Visitors: Receive visitors and assist with requests for information, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Schedule follow-ups and enter relevant information into CRM to support customer retention and business development.
• Customer Needs Clarification: Set objectives for sales calls, tailor presentations, and ask relevant questions to evaluate customer interest and needs.
• Customer Relationship Development / Prospecting: Develop plans to build relationships with potential customers and decision-makers.
• 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, 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, Advance 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!