Salaried Financial Advisor (Recruitment pool)

Old Mutual; Welkom; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A prominent financial services provider in Welkom is seeking an individual to join their team. The successful candidate will provide quality advice and customer service related to specific products. Key responsibilities include analyzing customer needs, managing relationships, and actively pursuing new business opportunities. Candidates should have strong consultative selling skills and a minimum of a high school diploma. This role is integral to driving business development and maintaining client satisfaction.

Qualifications

• High School (Grade 12) is required.
• Strong sales and customer service skills are essential.
• Ability to build trust and manage customer relationships effectively.

Responsibilities

• Provide advice and exceptional service to customers.
• Analyze issues and find effective solutions.
• Manage customer relationships and follow up effectively.

Skills

Building Trust

Consultative Selling

Customer‑Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Education

High School (Grade 12)

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

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 organisation; 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 organisation and to enable effective two‑way flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation 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 organisation at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organisation, 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

High School (Grade 12) (Required)

Closing Date

08 September 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.

The Old Mutual Story!