Salaried Financial Advisor (Recruitment Pool)

About the role

Old Mutual is recruiting salaried financial advisors in a recruitment pool, based in Port Elizabeth. Advisors give advice on a defined range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. The advert has no closing date; applicants who meet the requirements are reviewed and referred to available vacancies.

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: build plans to connect with decision-makers and influencers in customer organisations.
• Compliance: understand 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.
• Applicants are appointed from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.

Required skills

• Consultative selling, direct selling and strategic selling
• Sales software and sales data management
• Oral communication, probing questions and prospect qualification
• Building trust and strengthening customer relationships