Old Mutual South Africa
🌍 Be Part of the African Growth Story
Old Mutual, a premium African financial services provider, is calling driven, customer-focused individuals to join our dynamic team as MFC Sales Agents. Rooted in our purpose of “Championing Mutually Positive Futures Every Day,” we offer you an opportunity to contribute to a powerful legacy in the financial services industry while growing your own career.
This role is ideal for individuals who are passionate about sales, relationship-building, and helping clients achieve financial wellness.
✅ What You’ll Be Doing
📊 Data Collection & Analysis
✔ Gather and interpret data to produce meaningful insights.
✔ Use standard tools and systems to analyze client and sales data.
💬 Customer Relationship Management
✔ Act as a first point of contact for customers.
✔ Maintain and deepen relationships through proactive communication.
✔ Handle customer queries and complaints professionally.
📈 Sales & Financial Planning
✔ Offer tailored financial advice for moderately complex situations.
✔ Support and implement sales strategies to meet medium-sized sales targets.
✔ Provide presentations where required to help secure client trust and buy-in.
📄 Document & Report Preparation
✔ Prepare sales documents and reports using various software tools.
✔ Extract and summarize information for reporting purposes.
📋 Operational Compliance
✔ Follow organizational policies and relevant compliance regulations.
✔ Seek approval for any exceptions to standard procedures.
🎯 Personal Development
✔ Engage in ongoing training and coaching to build knowledge and improve performance.
✔ Stay updated on industry trends, technology, and best practices.
🎓 Minimum Requirements
🎓 Education: Matric (Grade 12) – Required
✔ Experience in the financial services industry – Advantageous
✔ Clear Credit and Criminal record
✔ Excellent verbal and written communication skills
✔ Strong presentation skills are a bonus
🌟 Core Skills & Competencies
🧠 Skills:
✔ Data Analysis & Reporting
✔ Sales Support & CRM Tools
✔ Financial Planning & Advice
✔ Numerical Aptitude
✔ Professional Presentation
✔ Decision-Making
🧩 Competencies:
✔ Communicates Effectively
✔ Customer Focused
✔ Tech Savvy
✔ Plans and Aligns
✔ Ensures Accountability
✔ Optimizes Work Processes
💚 Why Join Old Mutual?
🌍 Pan-African Presence: Operating in 14 countries
🏢 Comprehensive Offerings: Life, Savings, Asset Management, and Banking
🤝 Diversity & Inclusion: We reflect the richness of Africa
🚀 Career Growth: Strong emphasis on personal capability development
⭐ Purpose-Driven: Work with purpose, not just a paycheck
🔗 Find similar jobs at: https://careerjunctionza.co.za/jobs/
📄 CV TIPS for Sales Agent Roles:
✅ Highlight Relevant Sales Experience: Even informal or part-time sales roles matter.
✅ Showcase Results: Use numbers (e.g. increased sales by 20%) to back up achievements.
✅ Tailor Your CV: Mention financial planning knowledge or exposure to CRM tools.
✅ Add Communication Skills: Include client-facing or public speaking experience.
✅ Keep It Clean & Professional: Use a clean format with action verbs like achieved, advised, resolved, and delivered.
🌐 Company Website: www.oldmutual.com
To apply for this job please visit oldmutual.wd3.myworkdayjobs.com.
