Salaried Financial Advisor

Old Mutual South Africa; Polokwane; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Old Mutual South Africa seeks a Salaried Financial Advisor in Polokwane. The role provides financial advice, enhances customer relationships, and develops new business opportunities. Candidates should have an NQF Level 5 qualification, a valid driver’s license, and ideally three years of sales experience. Emphasizing customer service and relationship building, this role offers an excellent opportunity to grow within a highly regarded financial institution.

Qualifications

• Clear criminal and credit check required.
• Minimum of 3 years working experience (preferably in sales).
• Valid Driver's licence and Own Car.

Responsibilities

• Provide quality customer service while identifying new business opportunities.
• Analyze specific problems to find the best solutions.
• Develop and implement customer relationship management plans.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Tools

MS Word

Powerpoint

Outlook

Job description

Salaried Financial Advisor page is loaded

Salaried Financial AdvisorApply locations Polokwane posted on Posted 4 Days Ago job requisition id JR-

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.

ResponsibilitiesCustomer ServiceProvide 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 AnalysisAnalyze specific problems and issues to find the best solutions.

Solutions could be technical or professional in nature.

Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) DataSchedule 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 ClarificationSet 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 / ProspectingDevelop 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 ComplianceDevelop 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 DevelopmentMonitor 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 CreationDevelop 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 ExplorationConduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of InfluenceDemonstrate 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 CarFAIS ComplianceClear criminal and credit checkMinimum 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 advantageSkills 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 18 February , 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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail.

Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story!