Salaried Financial Advisor

Old Mutual South Africa; Lephalale; On-site; ZAR 223,200 - 334,800; Full time

Job summary

Old Mutual South Africa is looking for a motivated individual in Lephalale to provide advice on financial products and achieve sales targets. This role involves delivering excellent customer service to secure new business while analyzing and resolving complex queries. Candidates should have a Grade 12 qualification, 3 years of sales experience, and excellent communication skills. A valid driver's license and own vehicle are essential. The position follows the company's Employment Equity Plan, emphasizing the appointment of designated groups.

Qualifications

• Grade 12 (Matric) and valid driver’s licence with own car.
• FAIS compliance and clear criminal check required.
• Minimum of 3 years working experience in sales.
• Excellent written and verbal communication skills.

Responsibilities

• Provide quality customer service and identify new business opportunities.
• Analyze problems to find the best solutions.
• Develop a relationship management plan for potential customer accounts.
• Monitor sales and market data for business development.

Skills

Building trust

Consultative selling

Customer‑focused

Customer service

Direct selling

Identifying sales opportunities

Oral communication

Sales data management

Strategic selling

Education

Grade 12 (Matric)

NQF Level 5 – Higher, Advanced or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service – Provide a quality service to customers while identifying opportunities to secure new business or support retention. May include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Solutions Analysis – Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receiving Visitors – Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data – Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification – Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision‑makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Customer Relationship Development / Prospecting – Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision‑makers and influencers within the customer organization and to enable effective two‑way flow of information and resolution of issues.
• 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.
• Business Development – Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Sales Opportunities Creation – Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Data Exploration – Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Network of Influence – Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Requirements

• Grade 12 (Matric).
• Valid driver’s licence and own car.
• FAIS compliance.
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy (MS Word, PowerPoint and Outlook).
• Excellent communication skills (written and verbal).
• Presentation skills an added advantage.

Skills

• Building trust
• Consultative selling
• Customer‑focused
• Customer service
• Customer understanding
• Direct selling
• Identifying sales opportunities
• Oral communication
• Probing questions
• Qualifying prospects
• Sales data management
• Sales software
• Strategic selling
• Strengthening customer relationships

Competencies

• Action oriented
• Balances stakeholders
• Builds networks
• Collaborates
• Communicates effectively
• Customer focus
• Drives results
• Ensures accountability

Education

NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent.

Closing Date

30 December 2026, 23:59

Employment Equity Plan – 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.