MFC Salaried Financial Advisor page is loaded
MFC Salaried Financial Advisor
Apply locations Dundee time type Full time posted on Posted 30+ Days Ago job requisition id JR-62407
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 designated market segment and is accountable for achieving results through their own efforts.
Requirements: Skills, Qualifications and Experience
* Grade 12 (Matric)
* Valid Driver’s license and Own Car
* FAIS Compliance
* Clear criminal and credit check
* Minimum of 3 years working experience (preferably in sales)
* Computer literacy (MS Word, PowerPoint, Outlook)
* Excellent communication skills (written and verbal)
* Presentation skills are an advantage
Responsibilities
Customer Service
Provide quality service to customers, identify opportunities for new business or retention, process cases, handle complex queries, and resolve customer issues.
Solutions Analysis
Analyze problems to find the best solutions, which may be technical or professional.
Receiving Visitors
Assist visitors and handle requests, referring complex issues to colleagues.
Customer Relationship Management (CRM) Data
Schedule follow-ups, record interactions, and maintain quality data for effective customer retention and business development.
Customer Needs Clarification
Set objectives for sales calls, tailor presentations, ask relevant questions to understand customer needs, and respond accordingly.
Customer Relationship Development / Prospecting
Develop plans to build relationships with decision-makers and influencers within customer organizations.
Operational Compliance
Understand and adhere to organizational policies and regulatory standards. Obtain necessary approvals for exceptions.
Business Development
Monitor sales data and market trends to identify development opportunities.
Sales Opportunities Creation
Build a network within the business sector, represent the organization at events, and gather market intelligence.
Data Exploration
Research and analyze data to identify key themes and trends.
Network of Influence
Participate in and contribute to a network of contacts and ideas 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, Stakeholder Management, Networking, Collaboration, Effective Communication, Customer Focus, Results Driven, Accountability
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.
Old Mutual encourages vaccination against Covid-19. All prospective employees must disclose their vaccination status during recruitment. Refer to the company's Covid-19 vaccination policy for details. The vaccination requirement may be reinstated if deemed necessary.
The Old Mutual Story!
About Us
Old Mutual is a leading African financial services organization offering a broad spectrum of solutions across 14 countries, including Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to creating positive futures and believe that excellent customer experiences start with our employees.
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