MFC Sales Agent
MFC Sales Agent
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Requirements: Matric Financial Services industry experience advantageous Clear Credit and Criminal record. Good communication skills (written and verbal) Presentations skills an added advantage
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve mediumsized sales targets.Responsibilities
Data Collection and Analysis
Collate and analyze data using preset tools methods and formats. Involves working independently.
Information and Business Advice
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies referring issues to others where necessary for interpretation of policy.
Document Preparation
Prepare moderately complex documents using a variety of applications for technology devices such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting
Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management
Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice
Conduct comprehensive financial planning and advice services for more complex client situations.
Sales
Deliver mostly routine sales support services.
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.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology external regulation and industry best practices through ongoing education attending conferences and reading specialist media.
Skills
Accounting Action Planning Computer Literacy Data Analysis Database Reporting Data Compilation Data Interpretations Evaluating Information Management Reporting Numerical Aptitude Oral Communications Professional Presentation Report Review Sales Software Statistical Analysis TechniquesCompetencies
Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation
Matriculation Certificate (Matric) (Required)Closing Date
14 April 2025 23:59The 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.
The Old Mutual Story!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
