Salaried Financial Advisor: Build Trusted Client Partnerships

Old Mutual Limited; Bloemfontein; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services provider seeks a MFC Salaried Financial Advisor in Bloemfontein. The candidate will provide tailored financial advice, develop customer relationships, and identify business opportunities. Responsibilities include managing customer interactions, analyzing solutions, and ensuring compliance with policies. Ideal candidates should possess strong sales skills and relevant qualifications.

Responsibilities

• Provide quality service to customers and secure new business.
• Analyze problems to find the best solutions.
• Schedule follow-up actions in the CRM.
• Develop relationship management plans for potential accounts.
• Monitor sales and market data for business development.

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

Job description

A leading financial services provider seeks a MFC Salaried Financial Advisor in Bloemfontein. The candidate will provide tailored financial advice, develop customer relationships, and identify business opportunities. Responsibilities include managing customer interactions, analyzing solutions, and ensuring compliance with policies. Ideal candidates should possess strong sales skills and relevant qualifications.