Entrepreneurial Financial Advisor: Build Trust & Grow Clients

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our valued customers, identify their financial needs, provide sound financial advice, and design fit-for-purpose financial plans and solutions.

You will focus on procuring new business, expanding sales with existing customers, and working mainly on your own leads within a leading insurer that values entrepreneurial spirit and client-centric service.

Qualifications

• NQF Level 5 or higher, Advance or Occupational Certificate or equivalent.

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 and dynamic individuals to champion our valued customers, identify their financial needs, provide sound financial advice, and design fit-for-purpose financial plans and solutions.

You will focus on procuring new business, expanding sales with existing customers, and working mainly on your own leads within a leading insurer that values entrepreneurial spirit and client-centric service.