Commissioned Financial Adviser: Craft Trusted Client Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated sales professionals in Bloemfontein to champion customer financial goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role focuses on acquiring new business and expanding sales with existing customers, working primarily on your own leads in a dynamic environment.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Financial advisory mindset aligned to client lifetime goals.
• Experience in selling financial products is advantageous.

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 (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated sales professionals in Bloemfontein to champion customer financial goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role focuses on acquiring new business and expanding sales with existing customers, working primarily on your own leads in a dynamic environment.