MFC Salaried Financial Advisor (Talent Pool)

About this role

Old Mutual is looking for salaried financial advisors for its talent pool in Durban. You would advise clients on a specific range of products within an allocated market. You would be measured on the results you achieve through your own efforts.

What you’ll do

• Look after existing customers while spotting chances to win new business or keep current clients.
• Handle customer cases, answer complex queries and resolve problems that customers raise.
• Analyse problems and work out practical solutions, which may be technical or professional in nature.
• Plan follow-up actions and record every customer contact accurately on the CRM system.
• Prepare for sales calls and meetings, tailor presentations for decision-makers, and ask good questions to gauge customer interest.
• Build relationships with key decision-makers and influencers at prospective client organisations.
• Follow company policies, regulatory codes and codes of conduct, and get approval from a manager before making any exception to mandatory procedure.
• Track sales and market data for your region, build your business network, and represent Old Mutual at business sector events.

What you need

• Grade 12 (matric).
• NQF Level 5 qualification (higher, advanced or occupational certificate) or an equivalent.
• A valid driver’s licence and your own car.
• FAIS compliance.
• A clear criminal record and a clear credit check.
• At least 3 years of work experience, preferably in sales.
• Computer literacy in MS Word, PowerPoint and Outlook.
• Excellent written and verbal communication skills.
• Presentation skills (advantageous).

Is this job for you?

This role suits someone with a few years of sales or client-facing experience who enjoys building relationships and working towards targets on their own. You should be comfortable with compliance rules and happy to talk to clients and decision-makers in person.

Tips before you apply

• Have your FAIS details, matric certificate, NQF Level 5 proof and driver’s licence ready before you apply.
• Show your sales results in numbers, such as targets met or new clients won, so your experience stands out.
• Give clear examples of how you have handled a difficult customer problem and built a lasting client relationship.

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