Client-Centric Financial Planning Advisor

Old Mutual Limited; Dundee; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated sales professionals to champion customer goals by identifying financial needs and proposing fit-for-purpose financial plans. You will focus on acquiring new business, expanding product sales with existing clients, and mostly working on leads you generate.

The role emphasizes building trust, consultative selling, and strong customer understanding within Africa’s leading insurance company.

Qualifications

• Experience in financial services sales or insurance is preferred.
• Strong communication and customer-focused selling approach.
• Ability to identify and pursue new business opportunities within existing accounts.

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 or equivalent

Job description

Old Mutual Limited is seeking self-motivated sales professionals to champion customer goals by identifying financial needs and proposing fit-for-purpose financial plans. You will focus on acquiring new business, expanding product sales with existing clients, and mostly working on leads you generate.

The role emphasizes building trust, consultative selling, and strong customer understanding within Africa’s leading insurance company.