Financial Adviser: Help Clients Achieve Lifetime Goals

Old Mutual South Africa; Marble Hall; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to join Africa's leading insurance company. The role focuses on identifying customer financial needs, providing sound financial advice, and proposing fit-for-purpose plans.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads in a customer-focused, consultative selling environment.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Experience in insurance or financial services preferred.
• Proven ability to identify new business opportunities and manage sales leads.

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

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to join Africa's leading insurance company. The role focuses on identifying customer financial needs, providing sound financial advice, and proposing fit-for-purpose plans.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads in a customer-focused, consultative selling environment.