Salaried Financial Advisor (King Williams Town and Surrounding Rural Areas)

Old Mutual; KwaMaqoma; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual is seeking a Customer Business Advisor to enhance service quality and drive business development in Eastern Cape. The successful candidate will analyze customer needs, build relationships, and adhere to compliance standards. Ideal preparatory qualification is NQF Level 5, along with strong consulting and communication skills. Closing date for applications is February 27, 2027.

Qualifications

• NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent.

Responsibilities

• Providing quality customer service and resolving issues.
• Analyzing problems and providing professional solutions.
• Developing customer relationships and managing retention.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advanced, or Occupational Certificate

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

This role involves providing advice on a specific range of products to a designated market segment. The individual is responsible for achieving results through their efforts. Key responsibilities include:

1. Customer Service: Providing quality service, identifying new business opportunities, supporting retention, processing cases, handling complex queries, and resolving customer issues.
2. Solutions Analysis: Analyzing problems to find technical or professional solutions.
3. Receiving Visitors: Assisting visitors and referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Scheduling follow-ups, entering information into CRM for effective retention and business development.
5. Customer Needs Clarification: Setting objectives, tailoring presentations, asking questions to gauge interest, and identifying further information needs.
6. Customer Relationship Development / Prospecting: Developing plans to build relationships with decision-makers and influencers.
7. Operational Compliance: Understanding and adhering to organizational policies, procedures, and regulatory standards.
8. Business Development: Monitoring sales data to identify market opportunities.
9. Sales Opportunities Creation: Building networks, representing the organization at events, and enhancing visibility.
10. Data Exploration: Conducting research using primary data sources and business intelligence tools.
11. Network of Influence: Participating in and contributing to professional networks.

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

27 February 2027, 23:59

Note: 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!