MFC Salaried Financial Advisor (Thaba Nchu)

Old Mutual Life Assurance Company (SA) Ltd; Botshabelo; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual is seeking a customer-focused advisor to provide product guidance and build relationships within a allocated market. You will handle customer inquiries, process cases, and analyze issues to deliver best solutions.

The role emphasizes CRM data management, prospecting, and compliant conduct in a sales-driven environment. The position involves developing relationships with decision-makers, identifying opportunities, and representing the company at events.

Qualifications

• NQF Level 5 or equivalent qualification required.
• Experience in customer service or sales environment advantageous.
• Ability to understand customer needs and present solutions.

Responsibilities

• Provide quality service to customers and identify opportunities for new business or retention.
• Process cases, handle complex queries, and resolve problems.
• Analyze problems to find best technical or professional solutions.
• Receive visitors and assist with requests for information.
• Enter CRM data and create follow-up call plans for retention and sales.
• Set objectives for sales calls and tailor materials for decision-makers.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

NQF Level 5

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

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.

na 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.