Africa-Focused Financial Adviser: Grow Plans & Clients

Old Mutual South Africa; Alberton; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on championing our valued customers to achieve lifetime goals by identifying their financial needs, providing sound financial advice, and recommending fit-for-purpose financial plans and solutions.

This opportunity emphasizes building trust, consultative selling, and strong customer relationships within a

Qualifications

• NQF Level 5 or higher, Advance or Occupational Certificate or equivalent.
• Self-motivated and entrepreneurial spirit required.
• Experience in identifying customer financial needs and offering financial plans.

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 Focus

Sales

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, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on championing our valued customers to achieve lifetime goals by identifying their financial needs, providing sound financial advice, and recommending fit-for-purpose financial plans and solutions.

This opportunity emphasizes building trust, consultative selling, and strong customer relationships within a