Financial Adviser – Africa Growth & Client Solutions

Old Mutual Limited; Mbombela (Nelspruit); On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated sales professionals to champion customers’ lifetime financial goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role focuses on new business and expanding sales with existing customers, primarily on your own leads. Education requires an NQF Level 5 or equivalent, and candidates should demonstrate a strong consultative selling approach, customer focus, and effective communication.

Qualifications

• Identifying financial needs and offering suitable financial plans and solutions.
• Procurement of new business and expansion of product/services with existing customers.
• Self-motivated engagement and work mainly on own leads.

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

Direct Selling

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 Limited is seeking self-motivated sales professionals to champion customers’ lifetime financial goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role focuses on new business and expanding sales with existing customers, primarily on your own leads. Education requires an NQF Level 5 or equivalent, and candidates should demonstrate a strong consultative selling approach, customer focus, and effective communication.