Commissioned Financial Advisor: Build Lifelong Plans

Old Mutual South Africa; Boksburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion our customers' lifetime goals by identifying financial needs and delivering sound financial advice and fit-for-purpose plans. The role focuses on procuring new business, expanding sales with existing customers, and working mainly on your own leads to grow a trusted client base within Gauteng.

You will join one of Africa's leading insurance companies, contributing to a culture of client-centric service, compliance, and

Qualifications

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Procurement of new business and expansion of sales with existing customers.
• Work mainly on own leads.
• Demonstrate entrepreneurial spirit and self-motivation.

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

Education

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion our customers' lifetime goals by identifying financial needs and delivering sound financial advice and fit-for-purpose plans. The role focuses on procuring new business, expanding sales with existing customers, and working mainly on your own leads to grow a trusted client base within Gauteng.

You will join one of Africa's leading insurance companies, contributing to a culture of client-centric service, compliance, and