At a Glance
- Tasks: Provide financial advice and build strong client relationships to achieve results.
- Company: Join Old Mutual, a leading financial services company committed to diversity and inclusion.
- Benefits: Receive quality training, support for career growth, and the chance to set your own earnings potential.
- Other info: Dynamic environment with opportunities for personal and professional development.
- Why this job: Make a real impact by helping customers achieve their financial goals while developing your skills.
- Qualifications: Grade 12 certificate, sales experience, and excellent communication skills required.
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Provides 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 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.
A accredited financial adviser provides pro‑active, on demand financial service and advice to customers within an allocated customer market. You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.
The role calls for formal in‑house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What do we need from you?
- Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Personal Qualities
- Interacting with People
- Embracing Change
- Articulating Information
- Meeting Timescales
- Interpreting Information
- Developing Strategies and Producing Output
- Pursuing Goals
- Ability to convince and influence
- Seizing Opportunities
We assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
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.
If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential.
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 November 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.
MFC Salaried Financial Advisor (Talent Pool) in Newcastle upon Tyne employer: Old Mutual South Africa
Old Mutual South Africa is an excellent employer that values its employees by fostering a supportive work culture focused on professional growth and development. With a commitment to customer service excellence, employees enjoy comprehensive training programs and opportunities for career advancement, all while working in a dynamic environment that encourages innovation and teamwork. Located in a vibrant area, the company also offers competitive benefits that enhance work-life balance, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land MFC Salaried Financial Advisor (Talent Pool) in Newcastle upon Tyne
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Old Mutual South Africa. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace MFC Salaried Financial Advisor (Talent Pool) in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Old Mutual South Africa.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Old Mutual South Africa's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Old Mutual South Africa
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Old Mutual South Africa.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Old Mutual South Africa will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Old Mutual South Africa employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
