Consultative Financial Adviser – Grow New Clients

Old Mutual Limited; Klerksdorp; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated sales professionals to champion customer financial needs, provide sound advice, and implement fit-for-purpose financial plans. The role focuses on acquiring new business, growing product sales with existing clients, and handling mainly own leads.

Applicants should possess a strong consultative selling approach, excellent communication, and a customer-centric mindset to contribute to Africa’s leading insurance company.

Qualifications

• NQF Level 5 qualification or equivalent.
• Experience in sales or financial services is advantageous.

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 Focus

Direct Selling

Identifying Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Education

NQF Level 5

Job description

Old Mutual Limited in South Africa seeks self-motivated sales professionals to champion customer financial needs, provide sound advice, and implement fit-for-purpose financial plans. The role focuses on acquiring new business, growing product sales with existing clients, and handling mainly own leads.

Applicants should possess a strong consultative selling approach, excellent communication, and a customer-centric mindset to contribute to Africa’s leading insurance company.