MFC Sales Agent- Old Mutual (Bethlehem & QwaQwa) x1
Position Details
- Position: MFC Sales Agent
- Company: Old Mutual
- Location: Bethlehem & QwaQwa
- Employment Type: Full Time
- Job Reference: JR-60820
- Closing Date: 19 May 2026
Purpose of the Role
The purpose of the role is to:
- Build and maintain a personal client base
- Market and sell financial products
- Provide financial solutions to clients
- Improve financial wellbeing within the community
- Identify and maximise sales opportunities in assigned markets
Main Responsibilities
Sales and Client Acquisition
- Market and sell Old Mutual financial products.
- Work within allocated markets to identify potential clients.
- Build and maintain long-term client relationships.
- Convert leads into sales opportunities.
Client Relationship Management
- Establish strong working relationships with clients.
- Use communication and interpersonal skills to gain client trust.
- Provide ongoing support and product guidance to clients.
Financial Product Promotion
- Promote suitable financial services and products.
- Work with a specific product range as assigned.
- Educate clients on financial solutions and benefits.
Performance and Work Management
- Achieve sales targets and performance objectives.
- Plan and manage daily activities effectively.
- Work independently and manage own client portfolio.
- Ensure accountability in all sales activities.
Minimum Requirements
Education
- Matric (Grade 12) – required
Experience
- Experience in the financial services industry is advantageous
Compliance Requirements
- Clear credit record
- Clear criminal record
Required Skills and Competencies
Sales and Industry Skills
- Knowledge of financial products
- Understanding of financial services industry
- Sales and client acquisition skills
Communication Skills
- Strong verbal and written communication
- Presentation skills (advantageous)
- Ability to communicate effectively with diverse clients
Core Competencies
- Customer focus
- Decision-making ability
- Accountability
- Planning and alignment
- Work process optimisation
- Tech-savvy approach
- Ability to manage complex situations