Salaried Financial Advisor

About the role

Old Mutual is hiring a salaried Financial Advisor in Pretoria. 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.
• Networking: contribute to internal and external networks of people, technologies and ideas.

Required profile

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

Required skills

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

The closing date is 29 January 2027. Appointment is made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.