Old Mutual South Africa · 1 day ago
MFC Salaried Financial Advisor( Recruitment Pool)
Dundee, OH
Full-time
Onsite
Mid Level
3+ years expOld Mutual South Africa is a firm believer in the African opportunity, and they are seeking a Financial Advisor to provide advice on a specific range of products to an allocated market. The role involves customer service, solutions analysis, and business development to achieve results through individual efforts.
Financial ServicesInsuranceLife Insurance
Responsibilities
Provide a quality service to customers while identifying opportunities to secure new business or support retention
Analyze specific problems and issues to find the best solutions
Receive visitors and assist with various requests for information, referring more complex matters to colleagues
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed
Develop a personal network within the business sector and represent the organization at business sector events
Conduct research and select relevant information to enable analysis of 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 both inside and outside the company
Qualification
Required
Grade 12 (Matric)
Valid Driver's licence and Own Car
FAIS Compliance
Clear criminal and credit check
Minimum of 3 years working experience (preferably in sales)
Computer literacy (MS Word, Powerpoint and Outlook)
Excellent communication skills (written and verbal)
Preferred
Presentations skills an added advantage
Company
Old Mutual South Africa
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
10001+ employees
Funding
Current Stage
Late StageRecent News
Advisory Excellence
2022-11-09
Company data provided by crunchbase