Salaried Financial Advisor In-house (Kwaggafontein)

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, B2, and Retail pension benefit)
• CPD – Continuous Professional Development – All cycles
• COB – Class of Business
• A valid Driver’s license and your own car

Provides advice on a specific range of products to a designated market and is accountable for achieving results through their own 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, technical or professional.
3. Receiving Visitors: Welcome visitors, assist with requests, and refer complex matters to colleagues.
4. Customer Relationship Management (CRM): Schedule follow-ups, enter information into CRM for effective retention and business development.
5. Customer Needs Clarification: Set objectives, tailor presentations, ask relevant questions to evaluate interest, and identify areas for further information.
6. Customer Relationship Development/Prospecting: Develop plans to build relationships with decision-makers and influencers.
7. Operational Compliance: Understand policies, procedures, and regulations; obtain necessary authorizations.
8. Business Development: Monitor sales data, identify market opportunities.
9. Sales Opportunities Creation: Network, represent the organization, gather market intelligence.
10. Data Exploration: Conduct research using primary data sources and business intelligence tools.
11. Network of Influence: Participate in networks 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, Advanced or Occupational Certificate or equivalent

Closing Date

05 May 2025, 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!