Africa-Focused Financial Adviser for Trusted Plans

Old Mutual South Africa; Pietermaritzburg; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa is seeking self-motivated sales professionals to champion customer needs, identify financial goals, and tailor fit-for-purpose financial plans. The role focuses on acquiring new business, expanding existing portfolios, and working predominantly from personal leads.

You will engage with clients to understand their lifetime goals, advise on suitable insurance and financial solutions, and build lasting relationships within the South African market.

Formación

• Experience in life/financial services sales or related field.
• Ability to identify customer financial needs and provide suitable plans.
• Strong communication and relationship-building skills.

Responsabilidades

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

Conocimientos

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

Educación

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

Herramientas

Sales Software

Descripción del empleo

Old Mutual South Africa is seeking self-motivated sales professionals to champion customer needs, identify financial goals, and tailor fit-for-purpose financial plans. The role focuses on acquiring new business, expanding existing portfolios, and working predominantly from personal leads.

You will engage with clients to understand their lifetime goals, advise on suitable insurance and financial solutions, and build lasting relationships within the South African market.