Ambitious Client-Focused Financial Advisor

Old Mutual South Africa; Groblersdal; On-site; ZAR 180,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to join Africa's leading insurance company. You will champion our valued customers to identify their financial needs, provide sound financial advice and implement fit-for-purpose plans and solutions.

The role focuses on procuring new business, expanding sales with existing customers, and working mainly on your own leads. The position emphasizes entrepreneurial spirit and customer-focused selling across insurance products.

Qualifications

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Procure new business and expand sales with existing customers; work mainly on own leads.

Responsibilities

• 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

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

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to join Africa's leading insurance company. You will champion our valued customers to identify their financial needs, provide sound financial advice and implement fit-for-purpose plans and solutions.

The role focuses on procuring new business, expanding sales with existing customers, and working mainly on your own leads. The position emphasizes entrepreneurial spirit and customer-focused selling across insurance products.