MFC Salaried Financial Advisor

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Analyze specific problems and issues to find the best solutions, which could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure the organization has quality data for effective customer retention and business development activities.
• 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, evaluate the customer's level of interest, and identify and respond to areas requiring further information or explanation.
• 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 enable effective two-way flow of information and resolution of issues.
• 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.
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Participate in and contribute to a network of people, technologies, and ideas both inside and outside the company.

Qualifications

• High School (Grade 12) (Required)

Benefits

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Pay

TBD

Schedule

TBD