Commissioned Financial Adviser: Grow Client Goals

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mthatha; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated and dynamic sales professionals who can champion customers' lifetime goals by identifying financial needs, giving sound advice, and recommending fit-for-purpose plans. You will be responsible for procuring new business and expanding sales to existing customers, working mainly on your own leads to convert opportunities.

The role requires a results-driven mindset and strong customer focus within a leading African insurance

Qualifications

• A proven track record in financial services sales and advisory roles.
• Strong communication and relationship-building skills.
• Ability to identify customer needs and tailor financial plans.

Responsibilities

• Procure new business opportunities and lead generation.
• Expand sales of products and services with existing customers.
• Work mainly on own leads to convert prospects.

Skills

Building Trust

Consultative Selling

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Probing Questions

Education

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated and dynamic sales professionals who can champion customers' lifetime goals by identifying financial needs, giving sound advice, and recommending fit-for-purpose plans. You will be responsible for procuring new business and expanding sales to existing customers, working mainly on your own leads to convert opportunities.

The role requires a results-driven mindset and strong customer focus within a leading African insurance