Financial Adviser: Build Trust, Grow Client Wealth

Old Mutual Limited; Bethlehem; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated and dynamic individuals to join one of Africa’s leading insurance companies. You will champion customers to identify financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Key responsibilities include procuring new business, expanding sales with existing customers, and primarily working on your own leads to grow the portfolio.

Qualifications

• Identify customers' financial needs and provide financial advice
• Sell and upsell financial products and services
• Proactively procure new business and expand existing client base

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Job description

Old Mutual Limited is seeking self-motivated and dynamic individuals to join one of Africa’s leading insurance companies. You will champion customers to identify financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Key responsibilities include procuring new business, expanding sales with existing customers, and primarily working on your own leads to grow the portfolio.