Salaried Financial Advisor

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 designated market segment 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 retention, handle complex queries, and resolve customer problems.
• Solutions Analysis : Analyze problems to find the best solutions, which could be technical or professional.
• Receiving Visitors : Welcome visitors, assist with information requests, and refer complex matters to colleagues.
• Customer Relationship Management (CRM) Data : Schedule follow-ups, enter relevant information into CRM, and create call plans to support customer retention and business development.
• Customer Needs Clarification : Set objectives for each interaction, tailor presentations, ask relevant questions, and evaluate customer interest.
• Customer Relationship Development / Prospecting : Develop and implement relationship management plans to identify and build relationships with decision-makers and influencers.
• Operational Compliance : Understand organizational policies, procedures, and relevant regulations; obtain necessary approvals for exceptions.
• Business Development : Monitor sales and market data, develop a personal network, represent the organization at events, and gather market intelligence.
• Data Exploration : Conduct research and analyze data to identify key themes and trends.
• 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 Focus, 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, Action Oriented, Stakeholder Balancing, Networking, Effective Communication, Customer Focus, Results Driven, Accountability.

Education

NQF Level 5 Higher Certificate or Occupational Certificate or equivalent.

Closing Date

30 December : 59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Old Mutual Limited encourages vaccination against Covid-19 and requires disclosure of vaccination status during recruitment. Refer to the company's Covid-19 vaccination policy for details. The vaccination requirement may be reinstated if deemed necessary.

Additional Information

The Old Mutual story!

Required Experience : Unclear seniority level.

Key Skills

Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer Relationship Management, Financial Planning, Wills.

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