OL

MFC Salaried Financial Advisor

Full-time Boksburg, ZA
Posted 3 weeks, 4 days ago 149 views 0 applications

Job Description

Responsibilities

  • Provide quality service to customers, identify opportunities for new business or retention.
  • Analyze problems and issues to find solutions.
  • Receive visitors and assist with information requests.
  • Enter relevant information into CRM system after each customer contact.
  • Clarify customer needs and tailor presentations to decision-makers.
  • Develop relationship management plans for potential customer accounts.
  • Ensure operational compliance with organizational policies and procedures.
  • Monitor sales and market data for business development opportunities.
  • Create sales opportunities through networking and market intelligence.
  • Conduct research and analyze key themes and trends.
  • Participate in and contribute to a network of people, technologies, and ideas.

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

30 December 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.

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