Mfc Sales Agent

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

Job Description

Requirements:

1. Matric
2. Financial Services industry experience advantageous
3. Clear Credit and Criminal record

Good communication skills (written and verbal), Presentation skills an added advantage.

Responsibilities

1. Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats. Involves working independently.
2. Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
3. Document Preparation: Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
4. Insights and Reporting: Extract and combine data to generate standard reports.
5. Customer Relationship Management / Account Management: Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
6. Financial Advice: Conduct comprehensive financial planning and advice services for more complex client situations.
7. Sales: Deliver mostly routine sales support services.
8. 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.
9. Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills:

1. Accounting
2. Action Planning
3. Computer Literacy
4. Data Analysis
5. Database Reporting
6. Data Compilation
7. Data Interpretations
8. Evaluating Information
9. Management Reporting
10. Numerical Aptitude
11. Oral Communications
12. Professional Presentation
13. Report Review
14. Sales Software
15. Statistical Analysis Techniques

Competencies:

1. Communicates Effectively
2. Customer Focus
3. Decision Quality
4. Ensures Accountability
5. Manages Complexity
6. Optimizes Work Processes
7. Plans and Aligns
8. Tech Savvy

Education:

Matriculation Certificate (Matric) (Required).

Closing Date:

14 April, 23:59.

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.

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.