Salaried Financial Advisor

Old Mutual; Mbombela; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading company in the financial services sector is seeking a dedicated professional to provide exceptional customer service and drive business development. The ideal candidate will have sales experience and a strong focus on building trust and managing customer relationships. This full-time position requires compliance with organizational policies and an understanding of regulatory codes, aiming to ensure high standards in all customer interactions.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Drivers license and Own Car required.
• FAIS Compliance and clear criminal and credit checks necessary.

Responsibilities

• Provide quality customer service while identifying new business opportunities.
• Analyze problems to find the best solutions and maintain CRM data.
• Develop relationship management plans for potential customer accounts.

Skills

Customer Focus

Communication Skills

Sales Experience

Business Development

Building Trust

Consultative Selling

Strategic Selling

Education

Grade 12 (Matric)

NQF Level 5 Higher Advance or Occupational Certificate or equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

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 followup 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 decisionmakers and influencers within the customer organization; and ask relevant questions to gather information to evaluate the customers 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 decisionmakers and influencers within the customer organization and to enable effective twoway flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organizations 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.

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 Drivers 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 CustomerFocused 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

Action Oriented

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

NQF Level 5 Higher Advance or Occupational Certificate or equivalent

Closing Date

09 April 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.

The Old Mutual Story!

Required Experience :

Unclear Seniority

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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