Salaried Financial Advisor

Join to apply for the Salaried Financial Advisor role at Old Mutual South Africa .

Job Description

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service : Provide quality service to customers, identify opportunities for new business or support retention, process cases, handle complex queries, and resolve customer problems.
• Solutions Analysis : Analyze problems to find the best solutions, which could be technical or professional.
• Receiving Visitors : Assist visitors and refer complex requests to colleagues.
• Customer Relationship Management (CRM) Data : Schedule follow-ups, update CRM data to support customer retention and business development.
• Customer Needs Clarification : Set objectives for sales calls, tailor presentations, ask questions to gather information, and evaluate customer interest.
• Customer Relationship Development / Prospecting : Develop plans to build relationships with decision-makers and influencers.
• Operational Compliance : Understand and adhere to organizational policies and regulatory standards, obtaining approvals for exceptions.
• Business Development : Monitor market data to identify business opportunities.
• Sales Opportunities Creation : Network within the business sector, represent the organization, and gather market intelligence.
• Data Exploration : Conduct research using primary data sources and business intelligence tools.
• Network of Influence : Participate in and contribute to networks inside and outside the company.

Requirements : Skills, Qualifications, and Experience

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

Education

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

Closing Date

30 December 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.

Additional Information

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Finance and Sales

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