Financial Adviser: Grow Clients with Tailored Plans

Old Mutual South Africa; Mthatha; On-site; ZAR 260,000 - 420,000; Full time

Job summary

Old Mutual South Africa is looking for self-motivated and dynamic individuals who have an entrepreneurial spirit to join one of Africa's leading insurance companies in the Eastern Cape.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Qualifications

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

Responsibilities

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

Skills

Trust Building

Consultative Selling

Customer Focus

Oral Communications

Qualifying Prospects

Sales Data

Strategic Selling

Education

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

Job description

Old Mutual South Africa is looking for self-motivated and dynamic individuals who have an entrepreneurial spirit to join one of Africa's leading insurance companies in the Eastern Cape.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.