Salaried Financial Advisor

Salaried Financial Advisor - Location: Thohoyandou. Time type: Full time. Posted: Yesterday. Job requisition id JR-75973.

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.

• Provide quality customer service while identifying opportunities to secure new business or support retention; responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Analyze specific problems and issues to find the best solutions (technical or professional in nature).
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure quality data for retention and business development activities.
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers; ask relevant questions to gather information, evaluate interest, and identify areas requiring further information or explanation.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers to enable effective two-way information flow and resolution of issues.
• Develop knowledge of organizational policies and relevant regulatory codes to ensure own work adheres to standards; obtain supervisor authorization for exceptions from mandatory procedure.
• Monitor and assess sales and market data for a geographic region to identify areas where business can be developed.
• Develop a personal network within the business sector and represent the organization at sector events; obtain market intelligence and enhance visibility and reputation of the organization, its products, and services.
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Demonstrate understanding of networking by participating in and contributing to a network of people, technologies, and ideas inside and outside the company.

• 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)
• Presentations skills an added advantage

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 2027, 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.