Salaried Financial Advisor job at Old Mutual
13 Days Ago
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Salaried Financial Advisor
2026-06-11T08:08:13+00:00
Old Mutual
https://www.greatmalawijobs.com/jsjobsdata/data/employer/comp_4183/logo/download%20(4).jpg
FULL_TIME
Blantyre
Blantyre
10101
Malawi
Insurance
Sales & Retail, Accounting & Finance, Business Operations, Customer Service
MWK
MONTH
2026-06-11T17:00:00+00:00
8

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Business Development

Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education

NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent

  • Carry out standard customer service activities and handle simple customer inquiries.
  • Assess compliance with established standards and protocols for routine inquiries.
  • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
  • Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
  • Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
  • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
  • Carry out routine business development support tasks and assist others by following established procedures.
  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
  • Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
  • Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
  • Consultative Selling
  • Customer Feedback Management
  • Customer-Focused
  • Customer Service
  • Customer Understanding
  • Evaluating Information
  • Identifying Customer Needs
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Data Management
  • Sales Software
  • Strategic Selling
  • Strengthening Customer Relationships
  • NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent
professional certificate
24
JOB-6a2a6ceda70f6

Vacancy title:
Salaried Financial Advisor

[Type: FULL_TIME, Industry: Insurance, Category: Sales & Retail, Accounting & Finance, Business Operations, Customer Service]

Jobs at:
Old Mutual

Deadline of this Job:
Thursday, June 11 2026

Duty Station:
Blantyre | Blantyre

Summary
Date Posted: Thursday, June 11 2026, Base Salary: Not Disclosed

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JOB DETAILS:

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Business Development

Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education

NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent

Work Hours: 8

Experience in Months: 24

Level of Education: professional certificate

Job application procedure

Application Link:Click Here to Apply Now

All Jobs | QUICK ALERT SUBSCRIPTION

Job Info
Job Category: Accounting/ Finance jobs in Malawi
Job Type: Full-time
Deadline of this Job: Thursday, June 11 2026
Duty Station: Blantyre | Blantyre
Posted: 11-06-2026
No of Jobs: 1
Start Publishing: 11-06-2026
Stop Publishing (Put date of 2030): 10-10-2076
Apply Now
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