Financial Adviser: Own Leads, Durban

EdUpStairs; Durban; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual in Durban, South Africa seeks self-motivated sales professionals to champion customers' financial goals by identifying needs, offering sound financial advice and implementing fit-for-purpose plans and solutions.

You will be responsible for procuring new business, expanding sales with existing customers, and working mainly on your own leads, requiring a customer-focused, consultative approach.

Qualifications

• Identify clients' financial needs and provide sound financial advice.
• Develop fit-for-purpose financial plans and solutions for clients.
• Procure new business and expand sales with existing customers.

Responsibilities

• Procure 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 in Durban, South Africa seeks self-motivated sales professionals to champion customers' financial goals by identifying needs, offering sound financial advice and implementing fit-for-purpose plans and solutions.

You will be responsible for procuring new business, expanding sales with existing customers, and working mainly on your own leads, requiring a customer-focused, consultative approach.