Financial Adviser - Shape Client Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA); Ficksburg; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites self-motivated professionals to join a leading African insurance firm. You will identify client needs, advise on financial plans, and implement solutions aimed at lifelong financial goals.

Role emphasizes pursuing new business and expanding sales from existing customers, mainly working from your own leads. Education requirements include NQF Level 5 or equivalent, with a focus on customer-focused selling and relationship building.

Qualifications

• Education aligned with the NQF Level 5 requirement or equivalent.
• Evidence of experience in consultative sales and client advisory.
• Ability to identify client needs and propose suitable financial plans.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose plans.
• Procure new business and expand sales with existing customers on own leads.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

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 (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites self-motivated professionals to join a leading African insurance firm. You will identify client needs, advise on financial plans, and implement solutions aimed at lifelong financial goals.

Role emphasizes pursuing new business and expanding sales from existing customers, mainly working from your own leads. Education requirements include NQF Level 5 or equivalent, with a focus on customer-focused selling and relationship building.