MFC Salaried Financial Advisor (Talent Pool)

Old Mutual Limited; South Africa; On-site; ZAR 180,000 - 340,000; Full time

Benefits offered by this job

In-house training and development

Career growth opportunities

Professional development

Job summary

Old Mutual South Africa is hiring a financial adviser to provide pro-active financial services within an allocated customer market. You will maintain superior service, build strong client relationships and recommend sound financial solutions aligned with customer goals and compliance frameworks.

The role requires formal in-house training, completion of regulatory exams and ongoing professional development. A Grade 12 certificate, FAIS compliance and RE5 are preferred, along with a valid driver’s

Qualifications

• Grade 12 (Matric) required and FAIS compliance preferable.
• RE5 accreditation is advantageous and helpful.
• A valid driver’s licence and clean criminal/credit checks required.

Responsibilities

• Provide advice on a range of financial products to an allocated market.
• Deliver quality customer service and identify opportunities for new business or retention.
• Process cases, handle complex queries and resolve customer problems.
• Maintain accurate CRM data and schedule follow-ups for client interactions.
• Develop and manage relationships with decision-makers and influencers to enable two-way information flow.

Skills

Customer Service

Sales Communication

Oral Communication

Relationship Building

Education

Grade 12

FAIS Compliance

RE5 Advantage

NQF Level 5 Certificate

Tools

MS Office

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 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.

Additional Job Description 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 your 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.

So what now ? If you think you fit the bill, have a desire to join a respected financial services business and would like set your own earnings potential.

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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.