MFC Sales Agent-6

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

Job summary

Old Mutual seeks a financial service advisor in Mokopane to support account management, customer queries, and financial planning. The role requires a Matric certificate, effective communication skills, and a customer-focused approach. Successful candidates will assist in achieving sales targets and operational compliance with organizational policies.

Qualifications

• Matriculation certificate required.
• Experience in financial services is advantageous.
• Good communication and presentation skills preferred.

Responsibilities

• Conduct data collection and analysis independently.
• Provide financial planning and advice services.
• Manage customer relationships and resolve queries.

Skills

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

Matriculation Certificate (Matric)

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

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 policies, referring issues to others where necessary.
3. Document Preparation: Prepare moderately complex documents using various applications for technology devices. 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 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 routine sales support services.
8. Operational Compliance: Develop understanding of organizational policies, procedures, and relevant regulatory codes. Obtain approval from a supervisor for exceptions.
9. Personal Capability Building: Participate in assessment and development activities, ongoing education, attending conferences, and reading industry media to develop skills and knowledge.

Skills and Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

19 June 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.