Financial Adviser: Client Growth & Solutions

Old Mutual Limited; Vanderbijlpark; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated professionals to champion customers’ financial goals by identifying needs and offering fit-for-purpose financial plans. The role emphasizes new business procurement and expanding sales with existing clients, primarily working on personal leads.

Candidates should possess a relevant NQF Level 5 qualification and demonstrate consultative selling, customer focus, and strong communication skills to drive mutual value. Closing date applies.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
• Self-motivated and dynamic individuals with entrepreneurial spirit
• Ability to identify financial needs and provide sound financial advice

Responsibilities

• Responsible for the 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 (Required)

Job description

Old Mutual Limited in South Africa seeks self-motivated professionals to champion customers’ financial goals by identifying needs and offering fit-for-purpose financial plans. The role emphasizes new business procurement and expanding sales with existing clients, primarily working on personal leads.

Candidates should possess a relevant NQF Level 5 qualification and demonstrate consultative selling, customer focus, and strong communication skills to drive mutual value. Closing date applies.