Entrepreneurial Financial Advisor (Commission-Based)

Old Mutual Limited; Bethlehem; Presencial; ZAR 180.000 - 420.000; Jornada completa

Descripción de la vacante

Old Mutual is seeking self-motivated individuals to champion customers’ lifetime financial goals through needs-based advice and tailored financial plans. You will procure new business, expand sales with existing customers, and primarily work on your own leads in a leading African insurance company setting.

Key competencies include action orientation, collaboration, and customer focus, with an education requirement of NQF Level 5 or equivalent. Closing date applies.

Formación

• Identifying customers' financial needs and providing sound financial advice.
• Recommending and implementing fit-for-purpose financial plans and solutions.
• Procurement of new business and expand sales with existing customers.

Responsabilidades

• Procurement of new business and growth from existing customers.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Conocimientos

Trust building

Consultative selling

Customer focus

Oral communication

Probing questions

Qualifying prospects

Sales data management

Educación

NQF Level 5 - Higher, Advance or Occupational Certificate

Descripción del empleo

Old Mutual is seeking self-motivated individuals to champion customers’ lifetime financial goals through needs-based advice and tailored financial plans. You will procure new business, expand sales with existing customers, and primarily work on your own leads in a leading African insurance company setting.

Key competencies include action orientation, collaboration, and customer focus, with an education requirement of NQF Level 5 or equivalent. Closing date applies.