MFC Salaried Financial Advisor (Talent Pool)

Join Us in Telling Africa's Narrative! Old Mutual is firmly committed to the African potential, and our varied talent exemplifies 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 record.
• A minimum of 3 years of work experience (sales experience preferred).
• Proficiency in computer applications (MS Word, PowerPoint, and Outlook).
• Exceptional communication abilities (both written and spoken).
• Presentation skills are an additional advantage.

Role Overview: You will provide guidance on a specific range of products to a designated market, being individually responsible for achieving results through your personal efforts.

Key Responsibilities:

Customer Service

• Deliver high-quality service to clients while recognizing opportunities to secure new business or support customer retention. Duties may include processing cases, addressing complex inquiries, and investigating and resolving customer issues.

Solutions Analysis

• Assess specific challenges and issues to identify the most effective solutions, which may be technical or professional.

Receiving Visitors

• Greet visitors and assist with various information requests, directing more complex issues to colleagues.

Customer Relationship Management (CRM) Data

• Schedule follow-up actions and input relevant information into the CRM system after each customer interaction to develop a call plan and ensure the organization maintains quality data for effective customer retention and business development efforts.

Customer Needs Clarification

• Set clear objectives for each sales call or meeting; customize standard materials to create presentations for decision-makers and influencers within the customer organization; and ask pertinent questions to collect information, assess the customer’s level of interest, and identify areas that require further explanation or information.

Customer Relationship Development / Prospecting

• Create and execute a relationship management plan for potential customer accounts to establish and cultivate relationships with relevant decision-makers and influencers within the customer organization, facilitating effective two-way information exchange and issue resolution.

Operational Compliance

• Gain knowledge of the organization's policies, procedures, and relevant regulatory codes and codes of conduct to ensure that your work complies with those standards. Seek authorization from a supervisor or manager for any deviations from mandatory procedures.

Business Development

• Monitor and evaluate sales and market data for a specific geographic area to assist management in pinpointing opportunities for business development.

Sales Opportunities Creation

• Build a personal network within the business sector and represent the organization at industry events. Gather market intelligence and enhance the visibility and reputation of the organization, its products, and its 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 in and contributing to a network of individuals, technologies, and ideas both within and outside the organization.

Skills:

• Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, 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 involved.

The Old Mutual Narrative! Old Mutual is a leading African financial services organization that provides a wide range of financial solutions to both retail and corporate clients across key market segments in 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are grounded in our mission of Championing Mutually Positive Futures Every Day and believe that an excellent customer experience is rooted in a great employee experience.