MFC Sales Agent

Old Mutual; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a forward-thinking company that believes in the African opportunity! This role offers a chance to engage in data analysis, customer relationship management, and provide financial advice. As part of a diverse team, you will play a crucial role in collating and interpreting data, preparing documents, and ensuring operational compliance. With a strong emphasis on communication and customer focus, you'll have the opportunity to develop your skills and contribute to meaningful financial solutions. If you're passionate about making a difference and growing in a supportive environment, this position is perfect for you.

Qualifications

• Matric required, experience in Financial Services is advantageous.
• Good communication skills and presentation skills are a plus.

Responsibilities

• Collate and analyze data using preset tools and methods.
• Prepare documents and generate standard reports.
• Maintain customer relationships and provide financial advice.

Skills

Accounting

Communication

Data Analysis

Customer Relationships

Computer Literacy

Sales Software

Statistical Analysis Techniques

Education

Matriculation Certificate

Tools

Standard Office Software

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

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

Responsibilities:

1. Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats. Involves working independently.
2. 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.
3. 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.
4. Insights and Reporting: Extract and combine data to generate standard reports.
5. 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.
6. Financial Advice: Conduct comprehensive financial planning and advice services for more complex client situations.
7. Sales: Deliver mostly routine sales support services.
8. 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.
9. 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, Communication, Computer Literacy, Customer Relationships, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Relationship Management, Report Review, Sales Software, Statistical Analysis Techniques.

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: 15 February 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.

The Old Mutual Story!