MFC Salaried Financial Advisor (Talent Pool)

Old Mutual; Mandeni Local Municipality; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Old Mutual seeks a sales professional in KwaZulu-Natal to provide expert advice on financial products. Candidates should have at least 3 years of sales experience, strong communication skills, and a commitment to excellent customer service. The role involves business development, client relationship management, and achieving sales targets while adhering to compliance regulations.

Qualifications

• Grade 12 (Matric) required.
• FAIS Compliance with valid driver's license and own car.
• Minimum of 3 years working experience in sales preferred.

Responsibilities

• Provide quality customer service and identify new business opportunities.
• Analyze problems and find solutions, assist visitors, and maintain accurate data.
• Build strong relationships and adhere to operational compliance.

Skills

Building Trust

Customer Service

Consultative Selling

Sales Opportunities

Oral Communications

Education

NQF Level 5 - Higher, Advanced 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 license 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.

This role involves providing advice on a specific range of products to an allocated market, with accountability for achieving results through individual effort.

Responsibilities

• Customer Service: Provide quality service, identify opportunities for new business or retention, process cases, resolve customer problems.
• Solutions Analysis: Analyze problems to find technical or professional solutions.
• Receiving Visitors: Assist visitors and refer complex matters.
• Customer Relationship Management (CRM): Schedule follow-ups and maintain accurate data.
• Customer Needs Clarification: Set objectives, tailor presentations, gather information, evaluate interest.
• Customer Relationship Development / Prospecting: Build relationships with decision-makers and influencers.
• Operational Compliance: Adhere to policies, procedures, and regulations.
• Business Development: Monitor sales data and identify market opportunities.
• Sales Opportunities Creation: Network and represent the organization at events.
• Data Exploration: Conduct research using primary data sources and BI 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, Advanced or Occupational Certificate or equivalent.

Closing Date

30 December 2025, 23:59.

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

The Old Mutual Story!