MFC Sales agent (FM Retail)-CPT at Old Mutual

Job Description

• Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage

What is a Sales Agent?

• The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach.
• A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
• The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
• As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.

What is required of you?

• Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

• Grade 12 (Matric) certificate
• 6-12 months sales/retails sales experience
• Previous Working experience in Financial Industry advantageous
• A clear criminal and credit check
• Computer Literacy (MS Office)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Personal Qualities

• Target and Goal Driven
• Client service orientated
• Adhering to Company values and policies
• Good business acumen
• Proactive
• Ability to influence
• Confident decision making
• Ability to handle pressure and set backs
• Good interpersonal skills
• Trustworthy
• Good time management skills
• Resilience

What we can do for you?

• Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do.
• We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

So what now?

• If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now!
• Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 March 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
• Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Skills

• Detail-Oriented

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

• 24 August 2025