Salaried Financial Advisor – Eastern Cape

About the role

Old Mutual is hiring a salaried financial advisor covering Aliwal North, Burgersdorp, Steynsburg, Venterstad and Barkley East. The advisor gives advice on a defined range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

Key responsibilities

• Customer service: provide quality service, process cases, handle complex queries and resolve customer problems.
• Solutions analysis: analyse problems and issues to find the best technical or professional solutions.
• Receive visitors and refer complex matters to colleagues.
• CRM data: schedule follow-ups and record details after each contact to build a call plan and keep quality data.
• Clarify customer needs and develop relationship plans for potential accounts.
• Business development: monitor sales and market data for a region, attend business-sector events and build a personal network.
• Data exploration: research and use primary data and business intelligence tools to analyse trends.
• Compliance: understand policies, procedures and regulatory codes, and get supervisor approval for exceptions.

Required profile

• NQF Level 5 higher, advanced or occupational certificate or equivalent.
• Resides in one of the listed locations.

Required skills

• Consultative selling, direct selling and strategic selling
• Sales software and sales data management
• Oral communication, probing questions and prospect qualification