Client-First Financial Advisor for Lifelong Goals

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Durban is seeking self-motivated sales professionals to champion customers' financial goals by identifying needs and recommending fit-for-purpose plans. You will mainly work on your own leads, pursuing new business and expanding sales with existing clients.

Ideal candidates demonstrate building trust, consultative selling, and a customer-focused approach, supported by strong communication and problem-solving skills to build lasting

Qualifications

• NQF Level 5 or higher qualification required.
• Experience in financial services or insurance sales preferred.
• Strong communication and consultative selling skills.
• Ability to work with own leads and meet targets.

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

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 Life Assurance Company (SA) Ltd (PFA) in Durban is seeking self-motivated sales professionals to champion customers' financial goals by identifying needs and recommending fit-for-purpose plans. You will mainly work on your own leads, pursuing new business and expanding sales with existing clients.

Ideal candidates demonstrate building trust, consultative selling, and a customer-focused approach, supported by strong communication and problem-solving skills to build lasting