Salaried Financial Advisor In-house (Piet Retief)

Old Mutual; Piet Retief; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading financial services organization is seeking a Salaried Financial Advisor in Piet Retief. The role requires providing expert advice to clients on financial products, ensuring compliance with financial regulatory standards, and driving business development through personalized customer relationships. A commitment to understanding customer needs and delivering exceptional service is essential for success in this role.

Qualifications

• Features FSCA Approved Qualification and compliance with FAIS.
• Requires a valid Driver’s licence and own transport.
• NQF Level 5 or equivalent certification is essential.

Responsibilities

• Provide quality customer service and support business retention.
• Analyze problems and provide tailored solutions.
• Develop and implement a relationship management plan.

Skills

Building Trust

Consultative Selling

Customer-Focused

Direct Selling

Oral Communications

Sales Opportunities

Education

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

Grade 12 (Matric)

FSCA Approved Qualification

Job description

Salaried Financial Advisor In-house (Piet Retief) page is loaded

Salaried Financial Advisor In-house (Piet Retief)

Apply locations Piet Retief time type Full time posted on Posted Today job requisition id JR-68448

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

08 July 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!

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.