Salaried Financial Advisor

oldmutual

Mokopane

On-site

ZAR 240,000 - 360,000

Full time

4 days ago

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Job summary

Old Mutual in South Africa seeks a driven sales professional to provide advice on a range of financial products to a defined market, and to achieve results through personal effort while delivering exceptional customer service.

You will manage customer relationships, analyze needs, schedule follow-ups in the CRM, and develop opportunities through proactive prospecting, networking, and business development across a geographic region.

Qualifications

Grade 12 and FAIS compliance required.
Minimum of 3 years working experience in sales.
Valid Driver's licence and own car.
Computer literacy (MS Word, PowerPoint and Outlook) and strong communication skills.

Responsibilities

Provide quality customer service and identify opportunities to secure new business or support retention.
Analyze problems to find best solutions, technical or professional in nature.
Receive visitors and assist with information requests, referring complex matters to colleagues.
Enter CRM data after each contact to enable effective customer retention and business development.
Set objectives for each sales call, tailor materials for decision-makers, and qualify customer interest.
Develop and implement a relationship management plan to identify and build key accounts.
Understand and comply with organizational policies and regulatory codes.
Monitor and assess sales/mkt data to identify regions for business development.
Develop personal networks within the business sector and present at sector events.
Conduct research to analyze key themes and trends using primary data sources and BI tools.
Demonstrate understanding of networking value by engaging with internal/external networks.

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

Grade 12 (Matric)

FAIS Compliance

Clear criminal and credit check

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: Skills, Qualifications and Experience required