Salaried Financial Adviser – Talent Pool

About the role

Old Mutual is seeking a salaried Financial Adviser to join its talent pool in Nongoma. The adviser will provide product‑specific advice to an allocated market, manage customer relationships and contribute to business development while ensuring compliance with regulatory standards.

Key responsibilities

• Deliver high‑quality customer service, processing cases, handling complex queries and resolving issues.
• Analyse customer problems and propose technical or professional solutions.
• Receive and assist visitors, directing complex requests to appropriate colleagues.
• Record follow‑up actions and update the CRM system after each customer interaction to support retention and sales planning.
• Conduct sales calls, tailor presentations to decision‑makers and gather information to assess interest.
• Develop and execute relationship‑management plans for prospective accounts, building networks with key influencers.
• Maintain knowledge of company policies, regulatory codes and obtain supervisory authorisation for any procedural exceptions.
• Monitor sales and market data for the assigned geographic region and identify opportunities for growth.
• Represent Old Mutual at sector events, gather market intelligence and enhance brand visibility.
• Research and select relevant data to support analysis of key trends.

Required profile

• Accountable for achieving personal sales and service targets.
• Strong analytical mindset for problem solving and market assessment.
• Understanding of regulatory compliance and internal policies.
• Ability to build and maintain professional relationships with customers and stakeholders.

Required skills

• Proficiency in using a CRM system for data entry and follow‑up planning.