MFC Salaried Financial Advisor

Responsibilities

• Provide quality service to customers, identify new business opportunities, and support customer retention.
• Analyze specific problems and issues to find the best solutions.
• Receive visitors, assist with information requests, and refer complex matters to colleagues.
• Enter relevant information into the CRM system after each customer contact to enable effective customer retention and business development activities.
• Tailor materials for presentations to decision-makers and influencers within the customer organization.
• Develop a relationship management plan for potential customer accounts and build relationships with relevant decision-makers and influencers.
• Ensure operational compliance with the organization's policies, procedures, and relevant regulatory codes.
• Monitor and assess sales and market data to identify business development areas.
• Develop a personal network within the business sector, represent the organization at events, and obtain market intelligence.
• Conduct research and analyze 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.

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.