MFC Salaried Financial Advisor (Talent Pool)

Old Mutual; Greytown; On-site; ZAR 300,000 - 550,000; Full time

Job summary

An established financial services provider is seeking a dedicated sales professional based in Greytown. In this role, you will be responsible for providing exceptional customer service, developing new business opportunities, and maintaining relationships with existing clients. If you possess a strong sales background, excellent communication skills, and are driven to achieve results, we want to hear from you!

Qualifications

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car.
• Clear criminal and credit check.
• Minimum of 3 years working experience in sales.
• Computer literacy (MS Word, PowerPoint, Outlook).

Responsibilities

• Provide quality customer service and support retention.
• Analyze specific problems to find technical or professional solutions.
• Schedule follow-up actions and manage CRM data.
• Develop relationship management plans for potential customer accounts.
• Monitor and assess sales and market data.

Skills

Building Trust

Consultative Selling

Customer-Focused

Communication

Identifying Sales Opportunities

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 and issues to find the best solutions, which 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.
• Customer Needs Clarification: Set objectives for sales calls or meetings, tailor presentations, and ask relevant questions to evaluate customer interest and gather information.
• Customer Relationship Development / Prospecting: Develop and implement relationship management plans for potential customer accounts.
• Operational Compliance: Understand organizational policies, procedures, and relevant regulatory codes, and obtain necessary authorizations.
• Business Development: Monitor and assess sales and market data to identify areas for business development.
• Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at events.
• Data Exploration: Conduct research and analyze key themes and trends using primary data sources and business intelligence tools.
• Network of Influence: Participate in and contribute to networks 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 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!