MFC Sales Agent

Old Mutual; Secunda; On-site; ZAR 300 000 - 500 000; 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 financial advice. You will be responsible for collating data, preparing documents, and providing insights while ensuring compliance with organizational standards. Ideal candidates will possess a Matriculation Certificate and strong communication skills, with a focus on delivering exceptional customer service. This position offers an exciting opportunity to grow your capabilities in a dynamic environment, making a real impact in the financial services sector.

Qualifications

• Matric required with experience in the financial services industry being advantageous.
• Good communication skills and presentation skills are essential.

Responsibilities

• Collect and analyze data, providing business advice and resolving customer queries.
• Prepare documents and generate reports while maintaining customer relationships.

Skills

Accounting

Communication

Computer Literacy

Customer Relationship Management (CRM)

Data Analysis

Sales

Statistical Analysis Techniques

Education

Matriculation Certificate (Matric)

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 Relationship Management (CRM), Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Financial Products, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales, 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: 22 March 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!