MFC Salaried Financial Advisor Recruitment Pool - Eastern Cape

Lets Write Africas Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Customer Service

Provide a quality service to customers 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.

Solutions Analysis

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

Receive visitors and assist with various requests for information referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule followup 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.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decisionmakers and influencers within the customer organization; and ask relevant questions to gather information to evaluate the customers level of interest and to 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 to identify and build relationships with relevant decisionmakers and influencers within the customer organization and to enable effective twoway flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organizations 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.

Business Development

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.

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: Skills Qualifications and Experience required
Grade 12 (Matric).
Valid Drivers licence and Own Car
FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
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

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Please note: There is no closing date for this advert. Open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.

Skills

Competencies

Education

Closing Date

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 Limited is provaccination and encourages its workforce to be fully vaccinated against Covid19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutuals Covid19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!