MFC Salaried Financial Advisor (Talent Pool)
On-site · Durban, KwaZulu-Natal, South Africa
Job Summary
Financial Advisor role within Old Mutual Africa focusing on providing advice on a range of products to a specific allocated market. Responsibilities include delivering customer service, maintaining CRM data and follow-up actions, clarifying customer needs, developing and executing a relationship-management plan, identifying sales opportunities, ensuring regulatory and internal compliance, and leveraging market insights to grow business. The role emphasizes customer-focused service, proactive problem solving, and building relationships with decision-makers and influencers to enable effective two-way information flow and issue resolution.
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