MFC Salaried Financial Advisor (Talent Pool)

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.

Responsibilities

• Customer Service
• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Solutions Analysis
• Analyze specific problems and issues to find the best solutions.
• Receiving Visitors
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
• Customer Needs Clarification
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization.
• Ask relevant questions to gather information, evaluate the customer’s level of interest, and identify and respond to areas requiring further information or explanation.
• Customer Relationship Development / Prospecting
• Develop and implement a relationship management plan for potential customer accounts.
• Identify and build relationships with relevant decision-makers and influencers within the customer organization.
• Operational Compliance
• Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct.
• Ensure own work adheres to those standards and obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Business Development
• Monitor and assess sales and market data for a specific geographic region to identify areas in the market where business can be developed.
• Sales Opportunities Creation
• Develop a personal network within the business sector and represent the organization at business sector events.
• Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Data Exploration
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Network of Influence
• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Requirements

• 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

29 November 2026 , 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.