Salaried Financial Advisor

oldmutual; Malalane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is recruiting in Mpumalanga for a role focusing on customer service, sales development, and CRM data management. The position requires navigating customer needs, conducting solutions analysis, and building relationships with decision-makers while ensuring regulatory compliance and data quality.

The role emphasizes presenting to stakeholders, identifying opportunities for new business, and maintaining accurate CRM records to drive retention and growth within a defined regional market.

Qualifications

• Grade 12 (Matric)
• Valid Driver's licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions (technical or professional in nature).
• Receive visitors and assist with various requests for information; refer complex matters.
• Enter relevant information into the CRM system after each contact to enable effective customer retention and business development.
• Set clear objectives for each sales call or meeting; tailor materials and ask relevant questions to gauge interest.
• Develop and implement a relationship management plan for potential customer accounts.
• Understand and comply with organizational policies and regulatory codes of conduct.
• Monitor sales and market data to identify areas for business development.
• Develop a personal network within the business sector and represent the organization at events.
• Conduct research and extract relevant information for analysis of themes and trends.

Skills

Customer Service

Consultative Selling

Sales Leadership

Communication

Probing Questions

Networking

Presentations

CRM Data Management

Market Intelligence

Relationship Building

Education

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

Tools

MS Word

PowerPoint

Outlook

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

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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.

Requirements: Skills, Qualifications and Experience required

• 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)
• Presentations skills an added advantage

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

30 December 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!