Commissioned Financial Advisor

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Minimum Requirements:

• Grade 12 (a minimum of 23 points) with commercial or business-related subjects.
• Minimum of three years’ related experience in business management, insurance or financial services and markets sector.
• A degree (NQF Level 7) in business or commercial fields will be an added advantage.
• Namibian Citizenship.
• Valid driver’s license and own reliable transport will be an added advantage.
• Ability to leverage existing high net worth networks.
• Above average numerical ability and the ability to present solutions to clients.
• Computer literacy.
• Willingness to work for commission.
• Well presented with a high degree of professionalism.
• A police clearance certificate, not older than 3 months

Job Description:

• Assists clients in achieving their financial goals by providing financial advice and relevant solutions to individual, corporate and institutional clients.
• Offers advice in adherence to the customer value proposition and compliance framework.
• Develops, tracks and reviews business plan to meet individual performance targets.
• Prospects in allocated markets.
• Offers specific range of products.
• Manage a portfolio of existing clients.
• Manage client product holding across a portfolio of Old Mutual solutions.
• Retain existing business.
• Build and manage exceptional client relationships.

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

ResponsibilitiesCustomer Service

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

30 March 2025 , 23:59

The Old Mutual Story!