Salaried Financial Advisor

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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.
• Solutions Analysis : Analyze specific problems and issues to find the best solutions.
• 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.
• Customer Needs Clarification : Set clear objectives for each sales call or meeting and ask relevant questions to gather information.
• Customer Relationship Development / Prospecting : Develop and implement a relationship management plan for potential customer accounts.
• Operational Compliance : Develop knowledge and understanding of the organization's policies and procedures.
• Business Development : Monitor and assess sales and market data for a specific geographic region.
• Sales Opportunities Creation : Develop a personal network within the business sector and represent the organization at business sector events.
• Data Exploration : Conduct research and select relevant information to enable analysis of key themes and trends.
• Network of Influence : Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas.

Requirements : Skills, Qualifications and Experience required

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, Advance 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.

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