Client-Focused Financial Adviser for Lifelong Goals

Old Mutual South Africa; Louis Trichardt; Sur place; ZAR 300 000 - 480 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial needs by offering sound financial plans and solutions. The role focuses on procuring new business, expanding sales with existing clients, and working mainly on your own leads to build a robust client base.

Applicants should bring a dynamic entrepreneurial spirit, strong consultative selling skills, and the ability to understand customer needs to tailor financial advice and solutions effectively.

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Role involves identifying financial needs and providing sound financial advice.
• Procurement of new business and expansion of sales with existing customers.
• Work mainly on own leads.

Responsabilités

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Connaissances

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

Formation

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Description du poste

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial needs by offering sound financial plans and solutions. The role focuses on procuring new business, expanding sales with existing clients, and working mainly on your own leads to build a robust client base.

Applicants should bring a dynamic entrepreneurial spirit, strong consultative selling skills, and the ability to understand customer needs to tailor financial advice and solutions effectively.