Salaried Financial Advisor

oldmutual; Thohoyandou; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a sales-focused professional to provide advice on a range of products to a defined market. The role emphasizes customer service, needs clarification, and relationship development to drive new business and retention.

Responsibilities include CRM data management, solution analysis, and proactive business development within a defined geographic region. The candidate should have Matric, a valid driver's license, and at least three years in sales.

Qualifications

• 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)
• Presentations skills an added advantage

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter relevant information into the CRM after each contact to enable effective retention and business development.
• Set objectives for sales calls/meetings; tailor materials for decision-makers and influencers; gather and respond to information needs.
• Develop relationship management plans to build relationships with key decision-makers for two-way information flow.
• Adhere to organizational policies and regulatory codes; obtain supervisor authorization for exceptions.
• Monitor sales and market data to identify areas for business development.
• Build personal networks and represent the organization at business events to gather market intelligence.
• Conduct research and extract data for analysis of key trends using primary data sources and BI tools.
• Engage in a networked approach to leveraging people, tech, and ideas inside and outside the company.

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

Grade 12 (Matric)

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 : Skills, Qualifications and Experience required

• 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)
• Presentations 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 2027 , 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.

The Old Mutual Story!