Salaried Financial Advisor

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

Job summary

Old Mutual South Africa in Mokopane is seeking a dedicated individual for a sales position that emphasizes customer relationship management. The role involves advising clients, ensuring compliance, and driving business development through exceptional customer service and analytical skills.

Qualified candidates should possess a Grade 12 certificate, a valid driver’s license, and at least 3 years of relevant sales experience. Proficient computer skills and strong communication abilities are essential. This role is critical in developing long-lasting customer relationships and maximizing business opportunities.

Qualifications

• Grade 12 (Matric) is required.
• Valid Driver’s licence and Own Car.
• FAIS Compliance is necessary.
• Clear criminal and credit check is mandatory.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy needed for MS Word, Powerpoint and Outlook.
• Excellent communication skills (written and verbal) essential.
• Presentation skills highly advantageous.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific customer problems and find effective solutions.
• Schedule follow-up actions in the CRM and manage customer data.
• Develop a relationship management plan for potential customer accounts.
• Monitor sales and market data to identify business development areas.
• Build a personal network within the business sector.
• Conduct research to analyze key themes using business intelligence tools.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Software

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

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.

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 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.