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Old Mutual South Africa

MFC Salaried Financial Advisor (Recruitment Pool - Eastern Cape))

London Full-Time 36000 - 60000 £ / year (est.) No home office possible

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At a Glance

Tasks: Provide financial advice and build customer relationships while achieving personal sales goals.
Company: Join Old Mutual, a leader in financial services committed to Africa's growth and diversity.
Benefits: Enjoy a full-time role with opportunities for professional development and networking.
Why this job: Make a real impact by helping customers secure their financial futures in a supportive environment.
Qualifications: Must have Grade 12, a valid driver's licence, and at least 3 years of sales experience.
Other info: Open application process with no closing date; flexible working options available.

The predicted salary is between 36000 - 60000 £ per year.

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Join to apply for the MFC Salaried Financial Advisor (Recruitment Pool – Eastern Cape)) role at Old Mutual South Africa

Let\’s Write Africa\’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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
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This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Customer Service
Provide 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 Analysis
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
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.
Customer Needs Clarification
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.
Customer Relationship Development / Prospecting
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.
Operational Compliance
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. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
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.
Sales Opportunities Creation
Develop 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 Exploration
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
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.
Requirements: Skills, Qualifications and Experience required

Grade 12 (Matric).
Valid Driver’s licence and Own Car
FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
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 advantage

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Please note: There is no closing date for this advert. Open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
Skills
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
Closing Date
27 February 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.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story!

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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