Entrepreneurial Financial Advisor – Build Lifetime Plans

Old Mutual Limited; Howick; On-site; NZD 32,000 - 58,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated and dynamic individuals to champion customers, identify financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

The role focuses on procuring new business, expanding sales with existing customers, and working mainly on own leads. The ideal candidate will demonstrate strong consultative selling, customer understanding, and relationship-building skills to help clients achieve lifetime goals.

Qualifications

• Proven ability to procure new business and expand sales to existing customers.
• Strong consultative selling and customer-focused approach.
• Must be comfortable working primarily on own leads.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Incremental or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking self-motivated and dynamic individuals to champion customers, identify financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

The role focuses on procuring new business, expanding sales with existing customers, and working mainly on own leads. The ideal candidate will demonstrate strong consultative selling, customer understanding, and relationship-building skills to help clients achieve lifetime goals.