Financial Advisor

Old Mutual South Africa; Polokwane; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading South African financial services provider seeks a motivated individual to provide customer service and drive business development in Polokwane. The role requires Grade 12 and an FSCA-approved qualification, along with skills in consultative selling and strategic relationship management. Successful candidates will focus on enhancing customer relationships and identifying new sales opportunities. This position promises a collaborative environment and a strong commitment to professional development.

Qualifications

• Grade 12 (Matric) is required.
• FSCA Approved Qualification is necessary.
• FAIS Compliance is essential.
• Technical experience with long-term insurance is critical.
• Valid driver's license and own car required.

Responsibilities

• Provide quality customer service while identifying new business opportunities.
• Analyze specific problems to find the best solutions.
• Schedule follow-up actions and maintain CRM data.
• Develop and implement a relationship management plan for potential accounts.
• Monitor market data to identify business opportunities.

Skills

Building Trust

Consultative Selling

Customer Focused

Customer Service

Identifying Sales Opportunities

Strategic Selling

Education

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

Job description

Overview

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

• Grade 12 (Matric)
• FSCA Approved Qualification
• FAIS Compliant
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• CPD – Continuous Professional Development – All cycles
• COB – Class of Business
• A valid Driver’s licence and your own car

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.

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

22 January 2026 , 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.