MFC Salaried Financial Advisor( Recruitment Pool) in Dundee
MFC Salaried Financial Advisor( Recruitment Pool)

MFC Salaried Financial Advisor( Recruitment Pool) in Dundee

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

At a Glance

  • Tasks: Provide tailored financial advice and build strong customer relationships.
  • Company: Join a leading financial services firm with a focus on innovation.
  • Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
  • Why this job: Make a real difference in clients' lives while developing your career.
  • Qualifications: Grade 12, valid driver's licence, and 3 years of sales experience.
  • Other info: Dynamic work environment with a strong emphasis on teamwork and networking.

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

Requirements:

  • 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).
  • Presentation skills an added advantage.

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, evaluate the customer's level of interest, and 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.

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: 30 March **** , 23:59

MFC Salaried Financial Advisor( Recruitment Pool) in Dundee employer: Old Mutual

As a MFC Salaried Financial Advisor, you will thrive in a dynamic work environment that prioritises employee growth and development. Our company fosters a culture of collaboration and innovation, offering comprehensive training and support to help you excel in your role while enjoying competitive benefits and a strong commitment to work-life balance. Join us in a location that not only provides access to a diverse client base but also encourages meaningful relationships and professional networking opportunities.
Old Mutual

Contact Detail:

Old Mutual Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land MFC Salaried Financial Advisor( Recruitment Pool) in Dundee

✨Tip Number 1

Get your networking game on! Attend industry events and connect with potential clients or colleagues. Remember, it's all about building relationships that can lead to new opportunities.

✨Tip Number 2

Practice your presentation skills! Whether it’s a casual chat or a formal meeting, being able to clearly communicate your ideas will set you apart. We suggest rehearsing with friends or family to boost your confidence.

✨Tip Number 3

Stay organised with your follow-ups. After every interaction, jot down notes in your CRM system. This not only helps you remember details but also shows clients you care about their needs.

✨Tip Number 4

Don’t hesitate to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace MFC Salaried Financial Advisor( Recruitment Pool) in Dundee

FAIS Compliance
Customer Service
Solutions Analysis
Customer Relationship Management (CRM)
Operational Compliance
Business Development
Sales Opportunities Creation
Data Exploration
Building Trust
Consultative Selling
Customer-Focused
Direct Selling
Oral Communications
Probing Questions
Qualifying Prospects

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in sales and customer service, and don’t forget to mention your computer skills. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for the role. Be sure to mention any relevant experience and how you can contribute to our success.

Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex queries or customer issues in the past. We love seeing candidates who can think on their feet and provide effective solutions!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!

How to prepare for a job interview at Old Mutual

✨Know Your Products Inside Out

Make sure you have a solid understanding of the financial products you'll be advising on. Research the specific offerings of the company and be ready to discuss how they can meet customer needs. This will show your commitment and expertise during the interview.

✨Showcase Your Sales Experience

Prepare 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, making it easy for the interviewer to see your impact.

✨Demonstrate Excellent Communication Skills

Since communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your verbal skills and ensure you can present information effectively.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about the company's culture, expectations, and growth opportunities. This not only shows your interest but also helps you assess if the company is the right fit for you.

MFC Salaried Financial Advisor( Recruitment Pool) in Dundee
Old Mutual
Location: Dundee
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