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For Companies At a Glance
- Tasks: Provide top-notch customer service and develop strong relationships with clients.
- Company: Join a leading financial services firm with a focus on innovation and growth.
- Benefits: Flexible working hours, competitive salary, and opportunities for professional development.
- Why this job: Make a real difference in people's financial lives while building your career.
- Qualifications: NQF Level 5 or equivalent; strong communication and relationship-building skills.
- Other info: Open recruitment with ongoing opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
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.
- 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
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
MFC Salaried Financial Advisor (Recruitment Pool) employer: 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)
✨Tip Number 1
Get your networking game on! Attend industry events and connect with potential clients or decision-makers. Remember, it’s all about building relationships that can lead to new opportunities.
✨Tip Number 2
Practice your consultative selling skills. When you’re chatting with prospects, ask open-ended questions to really understand their needs. This will help you tailor your pitch and show them you’re the right fit.
✨Tip Number 3
Stay organised with your CRM data. After every interaction, make sure to log details and schedule follow-ups. This not only keeps you on top of your game but also shows clients you care about their needs.
✨Tip Number 4
Don’t forget to leverage our website for job applications! It’s a great way to stay updated on openings and ensures your application gets the attention it deserves. Let’s land that dream job together!
We think you need these skills to ace MFC Salaried Financial Advisor (Recruitment Pool)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the MFC Salaried Financial Advisor role. Highlight your customer service skills and any experience you have in sales or relationship management. We want to see how you can bring value to our team!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex queries or resolved customer issues in the past. This will demonstrate your ability to analyse problems and find effective solutions, which is key for this role.
Highlight Your Networking Experience: Since building relationships is crucial, share any experiences where you've developed a network or influenced decision-makers. We love seeing candidates who understand the importance of connections in business development!
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 ensure you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Old Mutual
✨Know Your Products Inside Out
As a Financial Advisor, you'll be expected to provide advice on a specific range of products. Make sure you thoroughly understand these products and how they can benefit customers. Prepare to discuss how you've successfully used similar products in the past.
✨Showcase Your Customer Service Skills
Customer service is key in this role. Be ready to share examples of how you've provided quality service, resolved complex queries, and retained customers. Highlight your ability to build trust and strengthen relationships with clients.
✨Demonstrate Your Analytical Skills
You'll need to analyse problems and find effective solutions. Prepare to discuss a time when you identified a problem, analysed it, and implemented a successful solution. This will show your potential employer that you can think critically and act decisively.
✨Prepare for Networking Questions
Networking is crucial for business development. Think of instances where you've built a personal network or represented your organisation at events. Be ready to explain how these experiences have helped you identify sales opportunities and enhance visibility.
