Financial Adviser: Grow Client Wealth & Trust

Old Mutual; Greytown; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading insurance company is seeking self-motivated individuals to champion our customers' financial goals. Responsibilities include procuring new business, expanding sales with existing clients, and working on own leads. Ideal candidates should have a passion for consultative sales and financial planning, alongside a relevant qualification (NQF Level 5). The position is based in Greytown, KwaZulu-Natal.

Qualifications

• Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
• Ability to identify customers' 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

Identifying Sales Opportunities

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading insurance company is seeking self-motivated individuals to champion our customers' financial goals. Responsibilities include procuring new business, expanding sales with existing clients, and working on own leads. Ideal candidates should have a passion for consultative sales and financial planning, alongside a relevant qualification (NQF Level 5). The position is based in Greytown, KwaZulu-Natal.