MFC Financial Advisor; Pool

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

Please note:

There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies. Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Customer Service:
Provide a quality service to customers while identifying opportunities to secure new business or support retention. May include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Analyze specific problems and issues to find the best solutions. Could be 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 that the organization has quality data to enable effective customer 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 within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to 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 within the customer organization and to enable effective two-way flow of information and resolution of issues.

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

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.

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 the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

• 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

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

29 June 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.

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.