Financial Adviser: Consultative Planning & Growth

Old Mutual Limited; Bethlehem; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated and dynamic individuals to champion customers' lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions. You will focus on new business and expanding sales with existing clients.

The role emphasizes working mainly on own leads, building trusted relationships, and delivering superior customer service.

Qualifications

• Education NQF Level 5 or higher required.
• Relevant sales experience preferred.
• Access to own leads and ability to expand existing business.

Responsibilities

• Procure new business and expand sales with existing customers.
• Primarily work on own leads and identify opportunities.
• Provide sound financial guidance and build trusted relationships.

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

Job description

Old Mutual Limited in South Africa seeks self-motivated and dynamic individuals to champion customers' lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions. You will focus on new business and expanding sales with existing clients.

The role emphasizes working mainly on own leads, building trusted relationships, and delivering superior customer service.