MFC Sales Agent-6

Old Mutual South Africa; Mokopane; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a dedicated professional to join as a specialist in account development and financial planning. The role focuses on data management, customer relationships, and operational compliance, offering a chance to contribute to financial advice and planning services for clients.

Qualifications

• Matric required; experience in Financial Services is advantageous.
• Clear credit and criminal record is essential.
• Good communication and presentation skills desired.

Responsibilities

• Collect and analyze data independently.
• Provide information and resolve customer queries.
• Prepare reports and documents using office software.
• Maintain customer relationships and provide financial advice.
• Ensure compliance with organizational policies.

Skills

Effective Communication

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

• 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 policies, referring issues to others where necessary for interpretation.
• Document Preparation: Prepare moderately complex documents using standard office software. 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 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 routine sales support services.
• Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulatory standards. Obtain necessary approvals for exceptions.
• Personal Capability Building: Participate in development activities, stay informed on industry best practices through ongoing education, conferences, and reading.

Skills and Competencies

• Effective Communication
• 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.