Salaried Financial Advisor (Recruitment Pool)

About the role

Old Mutual is recruiting a salaried Financial Advisor in Port Alfred. 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. The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.

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 engage decision-makers and influencers in customer organisations.
• Operational compliance: understand policies, procedures and regulatory codes, and obtain authorisation for exceptions.
• Business development: monitor sales and market data for a region, attend business-sector events and share market intelligence.
• Data exploration: research and analyse trends using primary data sources and business intelligence tools.
• 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: action oriented, stakeholder balancing, networking, collaboration, effective communication, customer focus, accountability and driving results.

Required skills

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

The closing date is 30 July 2027.