MFC Sales Agent

Old Mutual; Mossel Bay; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Join a forward-thinking company that believes in the African opportunity! This role involves data collection, customer relationship management, and providing financial advice. You'll be part of a team that values diverse talent and is committed to operational compliance and personal capability building. The position offers a chance to develop your skills while making a significant impact on clients' financial well-being. If you're ready to contribute to a dynamic environment and help write Africa's story, this is the opportunity for you!

Qualifications

• Matriculation Certificate required; experience in Financial Services advantageous.
• Good communication skills and presentation skills are beneficial.

Responsibilities

• Collect and analyze data using preset tools and methods.
• Provide information and advice to resolve customer queries.
• Prepare documents and generate standard reports.

Skills

Accounting

Action Planning

Computer Literacy

Customer Relationship Management (CRM)

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Evaluating Information

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Relationship Management

Report Review

Sales Software

Statistical Analysis Techniques

Education

Matriculation 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.

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, Computer Literacy, Customer Relationship Management (CRM), Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, 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: 12 April 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!