Salaried Financial Advisor In-house (Kwaggafontein)

Old Mutual; Thembisile Hani Local Municipality; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their team in providing exceptional customer service and advice on a range of insurance products. This role emphasizes building trust and developing strong relationships with clients while ensuring compliance with organizational standards. The ideal candidate will possess a consultative selling approach, enabling them to identify sales opportunities and contribute to business development. Join this dynamic firm and play a vital role in shaping the future of financial services in Africa, while enjoying a supportive environment that values your contributions.

Qualifications

• Grade 12 and FSCA approved qualification required.
• Experience in long-term insurance and retail pension benefits.

Responsibilities

• Provide quality service to customers and identify new business opportunities.
• Analyze problems to find the best solutions for clients.
• Develop relationships with decision-makers for effective communication.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Strategic Selling

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advanced or Occupational Certificate

FSCA Approved Qualification

FAIS Compliant

Tools

CRM Software

Business Intelligence Tools

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

• 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

This role involves providing advice on a specific range of products to an allocated market, with accountability for achieving results through individual effort.

Responsibilities

Customer Service

Provide quality service to customers, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer issues.

Solutions Analysis

Analyze problems to find the best solutions, which may be technical or professional.

Receiving Visitors

Assist visitors, provide information, and refer complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-ups, enter information into CRM, and support customer retention and business development.

Customer Needs Clarification

Set objectives, tailor presentations, ask relevant questions, and evaluate customer interest.

Customer Relationship Development / Prospecting

Develop relationships with decision-makers and influencers to enable effective communication and issue resolution.

Operational Compliance

Understand and adhere to organizational policies, procedures, and regulatory standards.

Business Development

Monitor sales and market data to identify growth opportunities.

Sales Opportunities Creation

Build a network within the sector, participate in events, and enhance organizational visibility.

Data Exploration

Research and analyze data using primary sources and business intelligence tools.

Network of Influence

Participate in and contribute to networks inside and outside the organization.

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!