Commissioned Financial Adviser (ParkSquare)

Old Mutual Limited; Durban; Presencial; ZAR 180.000 - 360.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in KwaZulu-Natal, Durban is seeking self-motivated individuals to join Africa’s leading insurer as financial advisers. You will identify client needs, provide sound financial advice, and implement fit-for-purpose plans to help customers achieve lifetime goals.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. The role blends client relationships with consultative selling in a dynamic environment.

Formación

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Ability to champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose financial plans.

Responsabilidades

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Conocimientos

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

Educación

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

Descripción del empleo

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.

• 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

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

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

Closing Date

30 March 2027 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!