Dynamic Financial Adviser - Grow Your Client Portfolio

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated, dynamic individuals with an entrepreneurial spirit to join Africa's leading insurance company. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound financial advice, and implementing fit-for-purpose financial plans and solutions.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads to grow a robust book of business.

Qualifications

• Proven ability to procure new business
• Expand sales of products and services to existing customers
• Work mainly on own leads, driving growth and revenue

Responsibilities

• Procurement of new business
• Expansion of sales with existing customers
• Work mainly on own leads to grow portfolio

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

Job description

Old Mutual South Africa is seeking self-motivated, dynamic individuals with an entrepreneurial spirit to join Africa's leading insurance company. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound financial advice, and implementing fit-for-purpose financial plans and solutions.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads to grow a robust book of business.