MFC Salaried Financial Advisor (Talent Pool)

Old Mutual; Port Shepstone; On-site; ZAR 150,000 - 300,000; Full time

Job summary

An opportunity at Old Mutual requires a skilled Sales Advisor to provide top-notch customer service and drive business development in Port Shepstone. Ideal candidates will have an NQF Level 5 qualification and significant sales experience, alongside strong communication skills. The role emphasizes building customer relationships, compliance with organizational policies, and identifying new sales opportunities, ensuring personal and company growth within the sales sector.

Qualifications

• Grade 12 (Matric) is essential.
• Valid Driver’s license and own car required.
• FAIS compliance is necessary.
• Minimum of 3 years working experience in sales preferred.
• Must be computer literate, specifically in MS Word, PowerPoint, and Outlook.
• Excellent communication skills (both written and verbal).

Responsibilities

• Provide quality customer service and identify opportunities for new business.
• Analyze problems and find effective solutions.
• Maintain customer relationship management data and schedule follow-ups.
• Develop plans to create relationships with decision-makers.
• Monitor sales data to identify growth opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Sales Opportunities Identification

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 commitment.

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 are an added advantage.

This role involves providing advice on a specific range of products to a designated market and being accountable for achieving results through individual efforts.

Responsibilities

• Customer Service: Provide quality service, identify opportunities for new business, support retention, process cases, handle queries, and resolve customer problems.
• Solutions Analysis: Analyze problems to find the best solutions, technical or professional.
• Receiving Visitors: Welcome visitors, assist with requests, and refer complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Schedule follow-ups, enter information into CRM, and maintain quality data for retention and development activities.
• Customer Needs Clarification: Set objectives, tailor presentations, ask questions to evaluate interest, and identify areas for further information.
• Customer Relationship Development/Prospecting: Develop plans to build relationships with decision-makers and influencers.
• Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory codes.
• Business Development: Monitor sales and market data to identify growth opportunities.
• Sales Opportunities Creation: Network within the business sector, represent the organization at events, gather market intelligence, and enhance reputation.
• Data Exploration: Research and analyze data to identify themes and trends.
• 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.

The Old Mutual Story!