Salaried Financial Advisor

Old Mutual South Africa; Secunda; On-site; ZAR 25,000 - 45,000; Full time

Job summary

An established industry player seeks a dynamic individual to provide exceptional customer service and drive sales growth. In this role, you will analyze customer needs, develop relationships, and ensure compliance with organizational policies. Your expertise in consultative selling and effective communication will be key to achieving results. Join a forward-thinking company that values diversity and offers opportunities for personal and professional growth. If you're ready to make a meaningful impact in the African market, this position is perfect for you.

Qualifications

• Minimum 3 years of sales experience required.
• Excellent communication skills are essential.

Responsibilities

• Provide quality customer service and resolve complex queries.
• Analyze problems to find the best solutions for clients.

Skills

Building Trust

Consultative Selling

Customer Focus

Strategic Selling

Action Oriented

Stakeholder Management

Networking

Collaboration

Effective Communication

Results-Driven

Accountability

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advanced, or Occupational Certificate

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 designated market segment and is accountable for achieving results through individual efforts.

Responsibilities

1. Customer Service: Provide quality service, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer problems.
2. Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional.
3. Receiving Visitors: Welcome visitors, assist with information requests, and refer complex matters to colleagues.
4. Customer Relationship Management (CRM): Schedule follow-ups, record interactions, and ensure quality data for effective retention and business development.
5. Customer Needs Clarification: Set objectives, tailor presentations, ask relevant questions, and evaluate customer interest.
6. Customer Relationship Development/Prospecting: Develop plans to build relationships with decision-makers and influencers, enabling effective communication and issue resolution.
7. Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulations.
8. Business Development: Monitor sales data, identify market opportunities, and develop personal networks.
9. Sales Opportunities Creation: Represent the organization at events, gather market intelligence, and enhance organizational visibility.
10. Data Exploration: Conduct research, analyze data, and utilize business intelligence tools.
11. Network of Influence: Participate in and contribute to networks inside and outside the organization.

Requirements

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

Skills & Competencies

• Building Trust, Consultative Selling, Customer Focus, Strategic Selling
• Action Oriented, Stakeholder Management, Networking, Collaboration
• Effective Communication, Results-Driven, Accountability

Education

NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent

Closing Date

30 December, 23:59

Additional Information

The appointment will align with Old Mutual's Employment Equity Plan. The company encourages vaccination against Covid-19 and may reinstate vaccination requirements if deemed necessary. Prospective employees must disclose their vaccination status during recruitment. Please refer to Old Mutual's Covid-19 vaccination policy for details.