Dynamic Financial Adviser: Build Client Wealth

Old Mutual Limited; Alberton; On-site; ZAR 180,000 - 210,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking self-motivated individuals to champion our customers’ lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

The role focuses on procuring new business, expanding sales with existing clients, and working mainly on your own leads to build a strong pipeline and deliver value to clients.

Qualifications

• NQF Level 5 or equivalent education is required.
• Experience in financial services or insurance sales is preferred.
• Strong communication and client service skills.

Responsibilities

• Procure new business.
• Expand sales with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Sales Data Management

Education

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

Job description

Old Mutual Limited in South Africa is seeking self-motivated individuals to champion our customers’ lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

The role focuses on procuring new business, expanding sales with existing clients, and working mainly on your own leads to build a strong pipeline and deliver value to clients.