Salaried Financial Advisor In-House (Volksrust)

About the role

Old Mutual is hiring a salaried Financial Advisor in-house for its Volksrust business in Standerton. 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 and develop prospecting 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 analyse trends using primary data sources and business intelligence tools.
• Compliance: understand policies, procedures and regulatory codes, and obtain supervisor approval for any exceptions.

Required profile

• Grade 12 (Matric).
• FSCA approved qualification and FAIS compliance.
• Experience in long-term insurance subcategories B1 and B2 and retail pension benefits.
• NQF Level 5 certificate or equivalent.
• Valid driver's licence and your own car.

Required skills

• Consultative selling, direct selling and strategic selling.
• Sales software and sales data management.
• Continuous Professional Development (all cycles) and Class of Business (COB).