MFC Sales Agent-7

Old Mutual; Mokopane; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Old Mutual offers an opportunity for a role that focuses on financial advice, data analysis, and customer relationship management in Mokopane, Limpopo. Candidates will handle inquiries, prepare documents, and engage with clients to provide insightful business advice. The position requires effective communication skills, a Matriculation Certificate, and the ability to work independently.

Qualifications

• Matric required.
• Experience in Financial Services industry advantageous.
• Clear credit and criminal record essential.

Responsibilities

• Collate and analyze data using preset tools and methods.
• Provide information and advice on complex processes and policies.
• Prepare documents using standard office software.

Skills

Effective communication

Customer focus

Decision quality

Accountability

Managing complexity

Process optimization

Planning

Tech savviness

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.

Responsibilities include:

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 for interpretation of policy.
3. Document Preparation: Prepare moderately complex documents using standard office software. 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: Understand organizational policies and relevant regulatory codes to ensure compliance. Obtain necessary authorization for exceptions.
9. Personal Capability Building: Participate in development activities, ongoing education, and industry best practices to enhance skills and knowledge.

Skills and Competencies: Effective communication, customer focus, decision quality, accountability, managing complexity, process optimization, planning, tech savviness.

Education: Matriculation Certificate (Matric) required.

Closing Date: 19 June 2025, 23:59.

Note: The appointment will be made in line with Old Mutual South Africa's Employment Equity Plan.

The Old Mutual Story!