MFC Salaried Financial Adviser

Let's Collaborate to Tell Africa's Story! Old Mutual is firmly committed to the potential of Africa, and our diverse workforce embodies this belief.

Job Description Requirements: Skills, Qualifications, and Experience Needed

• Grade 12 (Matric)
• Valid Driver’s License and Personal Vehicle
• FAIS Compliance
• Clear criminal and credit history
• Minimum of 3 years of work experience (preferably in sales)
• Proficiency in computer applications (MS Word, PowerPoint, and Outlook)
• Strong communication abilities (both written and verbal)
• Presentation skills are a plus

This role involves providing guidance on a specific range of products to a designated market and being accountable for achieving results through personal efforts.

Responsibilities

Customer Service
Deliver high-quality service to clients while identifying opportunities to acquire new business or support customer retention. Duties may include processing cases, managing complex inquiries, and investigating and resolving customer issues.

Solutions Analysis
Examine specific problems and challenges to determine the most effective solutions. These solutions may be technical or professional.

Receiving Visitors
Greet visitors and assist with various inquiries, directing more complicated issues to colleagues.

Customer Relationship Management (CRM) Data
Schedule follow-up actions and log pertinent information into the CRM system after each customer interaction to develop a call plan and ensure the organization has accurate data to facilitate effective customer retention and business development efforts.

Customer Needs Clarification
Establish clear objectives for each sales call or meeting; customize standard materials to deliver presentations to decision-makers and influencers within the client organization; and pose relevant questions to collect information, assess the customer’s interest level, and pinpoint areas needing further clarification or details.

Customer Relationship Development / Prospecting
Create and execute a relationship management strategy for potential client accounts to identify and cultivate relationships with key decision-makers and influencers within the client organization, enabling effective two-way communication and issue resolution.

Operational Compliance
Familiarize yourself with the organization's policies and procedures as well as relevant regulatory codes and codes of conduct to ensure compliance in your work. Seek approval from a supervisor or manager for any deviations from mandatory procedures.

Business Development
Monitor and analyze sales and market data for a specific geographic region to assist management in recognizing areas with potential for business growth.

Sales Opportunities Creation
Build a personal network within the industry and represent the organization at sector events. Gather market intelligence and enhance the organization’s visibility and reputation, along with its products and services.

Data Exploration
Conduct research and select pertinent information to facilitate the analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence
Recognize the importance of networking by engaging with and contributing to a network of individuals, technologies, and ideas both within and outside the company.

Skills
Building Trust, Consultative Selling, Customer-Centric, Customer Service, Customer Insight, Direct Selling, Identifying Sales Opportunities, Oral Communication, 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
29 July 2026, 23:59

The appointment will be made from the designated group in accordance 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 leading African financial services organization that provides a wide array of financial solutions to retail and corporate clients across key market segments in 14 countries. Our business lines include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are dedicated to our purpose of Championing Mutually Positive Futures Every Day and believe that an exceptional customer experience is built on a strong employee experience.