At a Glance
- Tasks: Provide financial advice and build strong customer relationships while driving sales.
- Company: Join Old Mutual, a leading African financial services organisation with a commitment to diversity.
- Benefits: Competitive salary, career growth opportunities, and a supportive work environment.
- Other info: Be part of a dynamic team that values collaboration and innovation.
- Why this job: Make a real impact in the financial sector while helping customers achieve their goals.
- Qualifications: Grade 12, valid driver's licence, and 3 years of sales experience required.
The predicted salary is between 36000 - 60000 £ per year.
## MFC Salaried Financial Advisor (Talent Pool)Applylocations: Newcastletime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR-71284**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Job Description**Requirements: Skills, Qualifications and Experience 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) · Presentations skills an added advantageProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities## ## Customer ServiceProvide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.## Solutions AnalysisAnalyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataSchedule 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.## Customer Needs ClarificationSet 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.## Customer Relationship Development / ProspectingDevelop 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.## Operational ComplianceDevelop 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. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.## Business DevelopmentMonitor 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.## Sales Opportunities CreationDevelop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.## Data ExplorationConduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.## Network of InfluenceDemonstrate 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.**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**29 July 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.***
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MFC Salaried Financial Advisor (Talent Pool) employer: Old Mutual Limited
At Old Mutual, we are committed to fostering a vibrant work culture that champions diversity and inclusivity, making us an exceptional employer for aspiring Financial Advisors. Our employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful financial solutions across Africa. With a focus on collaboration and customer-centricity, we empower our team members to thrive in their roles and make a positive impact in the communities we serve.
Contact Details:
Old Mutual Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land MFC Salaried Financial Advisor (Talent Pool)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly explain who you are and what you bring to the table. Tailor your message to highlight your sales experience and customer service skills.
✨Tip Number 3
Follow up after meetings! Whether it’s a casual chat or a formal interview, send a quick thank-you note. It shows you’re professional and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Make sure your application stands out by showcasing your unique skills and experiences that align with the role of a Financial Advisor.
We think you need these skills to ace MFC Salaried Financial Advisor (Talent Pool)
Grade 12 (Matric)
Valid Driver’s licence
FAIS Compliance
Computer literacy (MS Word, PowerPoint, Outlook)
Excellent communication skills (written and verbal)
Presentation skills
Customer Service
Solutions Analysis
Customer Relationship Management (CRM) Data
Customer Needs Clarification
Business Development
Sales Opportunities Creation
Data Exploration
Building Trust
Consultative Selling
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your sales experience and any relevant qualifications to show us you're a great fit for the MFC Salaried Financial Advisor role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background aligns with our mission at Old Mutual. Keep it engaging and personal!
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application is clear and concise. Use proper grammar and structure to demonstrate your ability to communicate effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Products
Before the interview, make sure you have a solid understanding of the financial products Old Mutual offers. This will not only help you answer questions confidently but also demonstrate your genuine interest in the role.
✨Showcase Your Sales Experience
Prepare specific examples from your past sales experience that highlight your ability to identify opportunities and close deals. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Practice Your Presentation Skills
Since presentation skills are an added advantage for this role, practice delivering a short presentation on a financial topic. This will help you feel more comfortable speaking in front of others and showcase your communication abilities.
✨Ask Insightful Questions
At the end of the interview, be ready to ask thoughtful questions about the company culture, team dynamics, or growth opportunities. This shows that you're engaged and serious about the position, making a positive impression on the interviewers.
