MFC Sales Agent

Old Mutual; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in a role that combines data analysis, customer relationship management, and financial advisory services. This position offers the opportunity to work independently while developing your skills in a dynamic environment. You will be responsible for collating and analyzing data, providing insights, and ensuring operational compliance. The ideal candidate will possess strong communication skills and a solid understanding of the financial services sector. Join a forward-thinking company committed to championing positive futures and enhancing customer experiences through exceptional service.

Qualifications

• Matriculation Certificate is required.
• Experience in the Financial Services industry is advantageous.

Responsibilities

• Conduct data collection and analysis using preset tools.
• Provide financial advice and maintain customer relationships.
• Prepare documents and generate reports for management.

Skills

Accounting

Data Analysis

Customer Relationships

Sales

Computer Literacy

Presentation Skills

Statistical Analysis Techniques

Teamwork

Education

Matriculation Certificate

Tools

Standard Office Software

Job description

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

Job Description

Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage.

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

Data Collection and Analysis

Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Information and Business Advice

Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Insights and Reporting

Extract and combine data to generate standard reports.

Customer Relationship Management / Account Management

Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.

Financial Advice

Conduct comprehensive financial planning and advice services for more complex client situations.

Sales

Deliver mostly routine sales support services.

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.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Accounting, Action Planning, Business Planning, Computer Literacy, Customer Relationships, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Sales, Sales Software, Statistical Analysis Techniques, Teamwork.

Competencies

Communicates Effectively, Customer Focus, Decision Quality, Ensures Accountability, Manages Complexity, Optimizes Work Processes, Plans and Aligns, Tech Savvy.

Education

Matriculation Certificate (Matric) (Required).

Closing Date

30 July 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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

About Us

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.