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Mfc salaried financial advisor

Dundee
Old Mutual South Africa
Financial advisor
€60,000 - €80,000 a year
Posted: 12 May
Offer description

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 is individually accountable for achieving results through their own efforts.


Requirements: Skills, Qualifications and Experience

* Grade 12 (Matric).
* Valid Driver’s licence and Own Car
* FAIS Compliance
* Clear criminal and credit check
* Minimum of 3 years working experience (preferably in sales)
* Computer literacy (MS Word, PowerPoint, and Outlook)
* Excellent communication skills (written and verbal)
* Presentation skills an added advantage


Responsibilities

* Customer Service: Provide quality service to customers, identify opportunities for new business, support retention, process cases, deal with queries, and resolve customer problems.
* Solutions Analysis: Analyze problems to find the best solutions, technical or professional in nature.
* Receiving Visitors: Receive visitors, assist with information requests, refer complex matters.
* Customer Relationship Management (CRM) Data: Schedule follow-ups, record information, create call plans, ensure data quality for retention and growth.
* Customer Needs Clarification: Set objectives, tailor presentations, ask relevant questions, evaluate interest, and respond accordingly.
* Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers.
* Operational Compliance: Understand and adhere to policies, procedures, and regulations; seek approval for exceptions.
* Business Development: Monitor market data to identify development opportunities.
* Sales Opportunities Creation: Network, represent the organization, gather market intelligence, and enhance reputation.
* Data Exploration: Conduct research, analyze themes and trends using data sources and tools.
* Network of Influence: Participate in and contribute to networks 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

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to Old Mutual’s Covid-19 vaccination policy for further details. Note that Old Mutual reserves the right to reinstate vaccination requirements if deemed necessary.

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