Salaried Financial Advisor (Recruitment pool)

Old Mutual South Africa; Welkom; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company is seeking a professional to provide customer service and advice on a specific range of products. This role includes responsibilities such as analyzing customer needs, developing relationships, and ensuring compliance with regulations. The ideal candidate will have a Grade 12 education and be skilled in customer management and relationship building. Competitive compensation and opportunities for growth are offered.

Qualifications

• High School (Grade 12) required.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze problems to find the best solutions for customers.
• Receive and assist visitors with various requests.
• Schedule follow-up actions and enter data into the CRM system.
• Set objectives for sales calls to gather customer information.
• Develop relationship management plans for potential customer accounts.
• Monitor and assess sales and market data for business development.
• Develop personal network within the business sector.
• Conduct research to analyze key themes using relevant data.
• Participate in networking opportunities to enhance company visibility.

Job description

Overview

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 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 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.

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