Conditional Salaried Financial Advisor

Embark on Africa’s Future Story with Us!

Old Mutual is deeply committed to realizing the African opportunity, and our diverse team reflects this vision.

Job Summary

The Conditional Salaried Financial Advisor (FA) will be responsible for client acquisition, providing expert financial advice, and ensuring ongoing client service. This involves identifying client financial needs and offering suitable insurance and investment solutions.

Key Responsibilities

• Customer Service: Execute standard customer service duties and address straightforward customer inquiries.


• Solutions Analysis: Evaluate adherence to established standards and protocols for routine inquiries.


• Visitor Reception: Welcome visitors and assist with general information requests, referring more complex matters to appropriate colleagues.


• Customer Relationship Management (CRM) Data: Ensure accuracy of basic customer details in the system. Record follow-up actions promised and details of actions taken during sales interactions.


• Customer Needs Clarification: Conduct interviews with customers using a structured sales script to understand their specific requirements.


• Customer Relationship Development / Prospecting: Initiate contact with potential customers via telephone or in person to build relationships. Serve as the primary point of contact for resolving customer queries and complaints.


• Operational Compliance: Adhere to a range of mandatory procedures to ensure work quality standards are met and to comply with external regulatory codes and internal conduct policies.


• Business Development: Support business development efforts through routine tasks and by assisting colleagues in following established procedures.


• Sales Opportunity Creation: Identify potential customers by gathering information, seeking referrals, and obtaining recommendations from existing clients.


• Data Exploration: Select and extract relevant data from provided information and input it into spreadsheets or standard formats.


• Network of Influence: Demonstrate an understanding of networking's value by actively participating in and contributing to internal and external networks of people, technologies, and ideas.

Key Result Areas and Work Descriptions:

• Provide financial advice aligned with the customer value proposition and compliance framework.


• Develop, track, and review business plans, consistently meeting individual performance targets.


• Operate within specific allocated market segments.


• Promote and sell the company’s distinct range of products.

Required Skills

Consultative Selling, Customer Feedback Management, Customer-Centric Approach, Customer Service Excellence, Understanding Customer Needs, Information Evaluation, Identifying Sales Opportunities, Oral Communication, Probing Questioning Techniques, Qualifying Prospects, Sales Data Management, Proficiency with Sales Software, Strategic Selling, Strengthening Customer Relationships.

Competencies

• Balances Stakeholders


• Builds Networks


• Communicates Effectively


• Customer Focus


• Ensures Accountability


• Instills Trust


• Interpersonal Savvy


• Manages Complexity

Education

Bachelor of Administration (BAdmin): Specializing in Sales: Banking Services

Closing Date

The Old Mutual Journey!