Financial Adviser — Grow Clients with Trusted Solutions

Old Mutual Limited; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Durban is seeking self-motivated sales professionals to champion customer goals by understanding financial needs and providing sound financial advice. You will identify opportunities and tailor plans to help clients achieve lifetime goals.

The role emphasizes acquiring new business and expanding sales with existing customers, with a focus on working mostly on your own leads within Africa’s leading insurance company.

Qualifications

• NQF Level 5 or higher is required.
• Role focuses on identifying financial needs and advising on suitable plans.
• Experience in financial services or insurance sales is desirable.

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 Focus

Direct Selling

Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Relationship Strengthening

Education

NQF Level 5

Job description

Old Mutual Limited in Durban is seeking self-motivated sales professionals to champion customer goals by understanding financial needs and providing sound financial advice. You will identify opportunities and tailor plans to help clients achieve lifetime goals.

The role emphasizes acquiring new business and expanding sales with existing customers, with a focus on working mostly on your own leads within Africa’s leading insurance company.