Salaried Financial Advisor at Old Mutual – Apply Now!

Join Old Mutual as a Salaried Financial Advisor – Apply Now!

Are you a driven individual passionate about helping people make sound financial decisions? Old Mutual, a renowned African financial services company, is looking for a dynamic Salaried Financial Advisor to join our team in Secunda. If you have the motivation to achieve sales targets, build lasting client relationships, and offer professional advice across a range of financial products, this is the opportunity you’ve been waiting for!

Old Mutual believes in harnessing the power of Africa’s diverse talent to create a brighter future. We offer a collaborative environment where you can thrive, grow, and be part of an innovative and purpose-driven organization. As a Salaried Financial Advisor, you will be responsible for providing tailored financial solutions to meet the needs of customers, delivering exceptional customer service, and fostering strong relationships that drive business growth.

What You Will Do:

✅ Customer Service Excellence:
Provide outstanding service to customers by resolving complex queries and identifying opportunities to secure new business or support retention. You will process cases and help manage customer relationships effectively.

✅ Solutions Analysis:
Analyze customer issues and offer the best financial solutions, whether technical or professional, tailored to their unique needs.

✅ Customer Relationship Management (CRM):
Maintain accurate customer records in our CRM system, scheduling follow-ups and creating personalized call plans to support business development efforts.

✅ Business Development:
Expand the company’s market presence by developing relationships with decision-makers in client organizations, leveraging networking opportunities, and representing Old Mutual at industry events.

✅ Sales Opportunities Creation:
Monitor and assess regional market data to identify areas for potential business growth and new sales opportunities.

Skills and Experience Required:

• ✅ Grade 12 (Matric)

• ✅ Valid Driver’s License & Own Car

• ✅ FAIS Compliance

• ✅ Minimum 3 years of sales experience (preferably in financial services)

• ✅ Strong communication skills (both written and verbal)

• ✅ Proficiency in MS Word, PowerPoint, and Outlook

• ✅ Experience with CRM systems and sales software

Competencies and Attributes:

• Action-Oriented: Ability to work independently and take the initiative.

• Customer-Focused: Passionate about creating an exceptional customer experience.

• Strategic Selling: Skilled in identifying sales opportunities and building customer relationships.

• Networking Skills: Build and leverage connections to further business goals.

• Results-Driven: Able to meet and exceed sales targets.

Education Requirements:

• NQF Level 5 or equivalent qualification (Higher, Advanced, or Occupational Certificate)

Why Choose Old Mutual?

At Old Mutual, we value diversity, integrity, and excellence. Our core values are at the heart of everything we do and reflect our commitment to making a positive impact in the lives of our employees, customers, and the communities we serve. When you join Old Mutual, you become part of an organization dedicated to creating a mutually positive future.

What We Offer:

• Competitive Salary

• Comprehensive Medical Aid

• Retirement Fund

• Funeral, Life, and Disability Cover

• Professional Growth Opportunities and Career Development

Find similar jobs at: https://careerjunctionza.co.za/jobs/

Tips for CV Related to This Post:

1. Tailor Your CV for Financial Services: Make sure to highlight any experience you have in sales or customer service, particularly within the financial sector.

2. Highlight Your Communication Skills: Showcase any experience where you’ve had to engage with clients or provide expert advice.

3. Include Sales Achievements: Demonstrate your success in reaching or exceeding sales targets, especially in a professional or financial advisory role.

4. List Relevant Qualifications: Make sure your FAIS compliance and any relevant qualifications are clearly stated.

5. Use Action-Oriented Language: Employers value candidates who take initiative. Use verbs that demonstrate your proactive nature.

For more information, visit Old Mutual’s website.