MFC Salaried Financial Advisor (Talent Pool)

Old Mutual South Africa; Pietermaritzburg; Vor Ort; ZAR 180.000 - 360.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is seeking a financial adviser to provide pro-active financial service and advice to customers within an allocated market. You will maintain superior service delivery by building strong client relationships and recommending sound financial solutions aligned to customer goals and compliance frameworks.

The role requires formal in-house training, completion of prescribed regulatory exams, and ongoing professional development, with a preference for candidates with FAIS

Qualifikationen

• Grade 12 (Matric) certificate.
• FAIS compliance.
• RE5 an advantage.
• A valid Driver’s licence and your own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Aufgaben

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions (technical or professional).
• Receive visitors and assist with inquiries, referring complex matters to colleagues.
• Enter relevant information into the CRM system after each contact to support retention and business development.
• Set clear objectives for each sales call or meeting and tailor materials for decision-makers.
• Develop and implement a relationship management plan to build key accounts and enable two-way information flow.
• Develop knowledge of policies and regulatory codes to ensure compliant work.
• Monitor and assess sales and market data to identify growth opportunities in a geographic region.
• Develop a personal network and represent the organization at sector events.
• Conduct research and extract data to analyze key themes using BI tools.
• Participate in a network of people, technologies, and ideas inside and outside the company.

Kenntnisse

Client relationship

Sales

Communication

Consultative selling

Ausbildung

Grade 12

NQF Level 5 / equivalent

FAIS compliance

RE5 certification

Tools

MS Office

Jobbeschreibung

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Solutions Analysis Analyze specific problems and issues to find the best solutions. Solutions 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 to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Customer Relationship Development / Prospecting Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
• Operational Compliance Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Business Development Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Sales Opportunities Creation Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Data Exploration Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Network of Influence Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

What is a financial adviser?

Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.

What is required of you?

A accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.

You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

What do we need from you?

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Personal Qualities

• Interacting with People
• Embracing Change
• Articulating Information
• Meeting Timescales
• Interpreting Information
• Developing Strategies and Producing Output
• Pursuing Goals
• Ability to convince and influence
• Seizing Opportunities

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

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.

What is a financial adviser?

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

29 November 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.

The Old Mutual Story!