MFC Salaried Financial Advisor

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

This role involves providing advice on a specific range of products to an allocated market, with accountability for achieving results through individual effort. Responsibilities include :

• Customer Service : Providing quality service, identifying opportunities for new business or retention, processing cases, handling complex queries, and resolving customer issues.
• Solutions Analysis : Analyzing problems to find suitable technical or professional solutions.
• Receiving Visitors : Assisting visitors and referring complex matters to colleagues.
• Customer Relationship Management (CRM) : Scheduling follow-ups and entering information into CRM to support customer retention and business development.
• Customer Needs Clarification : Setting objectives, tailoring presentations, asking relevant questions, and evaluating customer interest.
• Customer Relationship Development / Prospecting : Developing plans to build relationships with decision-makers and influencers.
• Operational Compliance : Understanding and adhering to organizational policies, procedures, and regulatory standards.
• Business Development : Monitoring sales and market data to identify growth opportunities.
• Sales Opportunities Creation : Networking within the business sector, representing the organization, and enhancing visibility.
• Data Exploration : Conducting research and analyzing data using business intelligence tools.
• Network of Influence : Participating in and contributing to professional networks inside and outside the organization.

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, Advanced or Occupational Certificate or equivalent

Closing Date

19 August 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.

The Old Mutual Story!

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