Client-Focused Financial Advisor

Old Mutual South Africa; Kokstad; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self‑motivated and dynamic individuals to champion our customers’ financial goals by identifying needs, providing sound financial advice, and recommending fit‑for‑purpose financial plans and solutions.

The role focuses on acquiring new business, expanding sales with existing clients, and handling leads primarily from your own pipeline to drive growth and secure long‑term relationships.

Qualifications

• Proven track record in new business development.
• Experience with consultative selling and financial services is preferred.
• Self‑motivated with an entrepreneurial spirit.

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‑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

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking self‑motivated and dynamic individuals to champion our customers’ financial goals by identifying needs, providing sound financial advice, and recommending fit‑for‑purpose financial plans and solutions.

The role focuses on acquiring new business, expanding sales with existing clients, and handling leads primarily from your own pipeline to drive growth and secure long‑term relationships.