Salaried Financial Advisor

Old Mutual; Piet Retief; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Old Mutual seeks a dedicated individual for a full-time role focused on customer service and business development. The successful candidate will provide tailored solutions, manage customer relationships, and contribute to sales growth. Candidates must possess a Grade 12 certificate, a valid driver's license, and ideally have 3 years of sales experience. Join a leading firm committed to leveraging African opportunities.

Qualifications

• Grade 12 (Matric) required.
• Minimum 3 years of sales experience preferred.
• Valid driver's license and own vehicle needed.

Responsibilities

• Deliver quality customer service and resolve complex queries.
• Analyze problems to find optimal solutions.
• Develop plans to build relationships with potential clients.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Networking

Effective Communication

Education

NQF Level 5 Higher 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 designated market segment and is individually responsible for achieving results through personal efforts.

Responsibilities

• Customer Service: Deliver quality service, identify opportunities for new business or retention, handle complex queries, and resolve customer issues.
• Solutions Analysis: Analyze problems to find optimal solutions, whether technical or professional.
• Receiving Visitors: Welcome visitors, assist with information requests, and refer complex issues to colleagues.
• Customer Relationship Management (CRM) Data: Schedule follow-ups, record interactions in CRM, and support effective customer retention and business growth.
• Customer Needs Clarification: Set objectives for sales interactions, tailor presentations, and ask relevant questions to assess customer interest and needs.
• Customer Relationship Development / Prospecting: Develop plans to build relationships with potential clients and facilitate information flow and issue resolution.
• Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards, obtaining necessary approvals for exceptions.
• Business Development: Monitor sales and market data, develop networks within the sector, and enhance organizational visibility and reputation.
• Data Exploration: Conduct research and analyze data to identify trends using primary sources and business intelligence tools.
• Network of Influence: Participate in and contribute to networks internally and externally to foster ideas and opportunities.

Requirements: Skills, Qualifications, and Experience

• Grade 12 (Matric)
• Valid driver's license and own vehicle
• FAIS Compliance
• Clear criminal and credit checks
• Minimum 3 years of sales experience (preferred)
• Computer literacy (MS Word, PowerPoint, Outlook)
• Excellent written and verbal communication skills
• Presentation skills are advantageous

Skills

Building Trust, Consultative Selling, Customer Focus, 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, Stakeholder Balance, Networking, Effective Communication, Customer Focus, Results Driven, Accountability

Education

NQF Level 5 Higher Certificate or equivalent

Closing Date

30 December 2025 23:59

The appointment will align with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Old Mutual supports vaccination against Covid-19 and encourages employees to be fully vaccinated. Disclosure of vaccination status is required during recruitment, with policies subject to change.

The Old Mutual Story!

Experience

Unclear seniority level

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

Vacancy

1