Salaried Financial Advisor

About the role

Old Mutual is hiring a salaried Financial Advisor in Mmabatho. 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, answer information requests 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 to decision-makers and influencers, and gather information on interest levels.
• Relationship development and prospecting: build a relationship management plan for potential accounts and develop two-way communication with key contacts.
• Operational compliance: understand policies, procedures and regulatory codes, and obtain supervisor authorisation for exceptions.
• Business development: monitor sales and market data for a region, attend business-sector events, and build a personal network to promote the organisation's products and services.
• Data exploration: research and use primary data and business intelligence tools to analyse key themes and trends.
• Network of influence: contribute to networks of people, technologies and ideas inside and outside the company.

Required profile

• NQF Level 5 qualification (Higher, Advanced or Occupational Certificate) or equivalent.
• Competencies such as action orientation, stakeholder balancing, collaboration, effective communication, customer focus, accountability and driving results.

Required skills

• Consultative selling, direct selling and strategic selling
• Qualifying prospects and identifying sales opportunities
• Sales software and sales data management
• Oral communications and probing questions

The closing date is 29 November 2026. Appointment is made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the relevant business unit.