Africa-Focused Financial Advisor & Planner

Old Mutual South Africa; Mbombela (Nelspruit); On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals to champion customer goals by identifying financial needs and providing sound financial plans. You will procure new business, expand product sales with current clients, and primarily work on your own leads, leveraging consultative selling and strong customer focus.

Role requires building trust, effective communication, and a proactive approach to identifying opportunities.

Qualifications

• NQF Level 5 or higher qualification relevant to financial services.
• Self-motivated with entrepreneurial spirit and target-driven mindset.
• Experience in selling financial products is advantageous.
• Ability to work on own leads and procure new business.

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, Advance or Occupational Certificate

Job description

Old Mutual South Africa seeks self-motivated individuals to champion customer goals by identifying financial needs and providing sound financial plans. You will procure new business, expand product sales with current clients, and primarily work on your own leads, leveraging consultative selling and strong customer focus.

Role requires building trust, effective communication, and a proactive approach to identifying opportunities.