Salaried Financial Advisor

Old Mutual Limited; Mahikeng; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a results-driven sales and customer service professional to advise on a range of financial products within an allocated market. You will support customer retention, identify new business opportunities, and manage CRM data to drive growth and client satisfaction.

The role emphasizes building relationships, conducting needs-based questions, and participating in business development activities while ensuring compliance with regulatory codes and company

Qualifications

• Experience in customer service or sales environment.
• Ability to identify opportunities and build customer relationships.
• Familiarity with customer relationship management concepts.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Analyze problems to find best solutions, technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter relevant information into the CRM after each contact to enable retention and business development.
• Set objectives for sales calls or meetings and tailor materials to decision-makers.
• Develop a relationship management plan to identify and engage relevant decision-makers.
• Adhere to policies and regulatory codes to ensure compliance and obtain supervisor authorization for exceptions.
• Monitor and assess sales and market data for a geographic region to identify growth.
• Create a personal network within the business sector and represent the organization at events.
• Conduct research to enable analysis of themes and trends using primary data sources.
• Demonstrate the value of networking by contributing to a network of people, technologies, and ideas.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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

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. Responsibilities 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.

Customer Relationship Management (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.

na

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, 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, Advance or Occupational Certificate or equivalent

Closing Date

29 November 2026 , 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!