Entrepreneurial Financial Advisor: Build Plans, Grow Clients

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated professionals to champion customers’ financial needs and provide sound advice. You will identify needs, recommend and implement fit-for-purpose financial plans and solutions, and procure new business while expanding sales with existing customers.

You will work mainly on your own leads and strive to build lasting relationships across our client base.

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Proven ability to identify financial needs and provide sound financial advice.
• Experience in selling financial products and expanding sales.

Responsibilities

• Champion customers to achieve lifetime goals.
• Procure new business and expand sales with existing customers.
• Work mainly on own leads.
• Provide and implement fit-for-purpose financial plans and solutions.

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 Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated professionals to champion customers’ financial needs and provide sound advice. You will identify needs, recommend and implement fit-for-purpose financial plans and solutions, and procure new business while expanding sales with existing customers.

You will work mainly on your own leads and strive to build lasting relationships across our client base.