Client-Focused Financial Advisor

Old Mutual South Africa; Kroonstad; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our customers' financial goals by identifying needs, advising on fit-for-purpose plans, and implementing solutions. The role focuses on acquiring new business while expanding sales to existing clients and working primarily from your own leads.

You will assess client needs, provide sound financial advice, and tailor strategies to help customers achieve lifetime goals within a leading African insurance company

Qualifications

• Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

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

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 (Required)

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our customers' financial goals by identifying needs, advising on fit-for-purpose plans, and implementing solutions. The role focuses on acquiring new business while expanding sales to existing clients and working primarily from your own leads.

You will assess client needs, provide sound financial advice, and tailor strategies to help customers achieve lifetime goals within a leading African insurance company