Salaried Financial Advisor

About the role

Old Mutual is hiring a salaried Financial Advisor in Port Elizabeth. 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 for retention and business development.
• Clarify customer needs: set objectives for calls and meetings, tailor presentations and gather information on customer interest.
• Relationship development and prospecting: build plans to connect with decision-makers and influencers in customer organisations.
• Operational compliance: know policies, procedures and regulatory codes, and get supervisor authorisation for exceptions.
• Business development: monitor sales and market data for a region, attend business-sector events and obtain market intelligence.
• Data exploration: research and use primary data and business intelligence tools to analyse trends.
• Network of influence: contribute to networks of people, technologies and ideas inside and outside the company.

Required profile

• Grade 12 (Matric).
• Valid driver's licence and own car.
• FAIS compliance qualification (NQF Level 5, FSCA approved).
• Clear criminal and credit check.
• At least 3 years of working experience, preferably in sales.

Required skills

• Computer literacy (MS Word, PowerPoint and Outlook).
• Excellent written and verbal communication.
• Presentation skills are an added advantage.