Financial Advisor: Champion Clients' Financial Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA); Upington; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is recruiting for a role that champions customers to achieve their lifetime goals by identifying financial needs and providing sound financial advice, recommending and implementing fit-for-purpose financial plans and solutions.

The incumbent will drive new business, grow sales with existing clients, and predominantly work on their own leads, leveraging consultative selling, customer focus, and relationship-building to deliver superior outcomes.

Qualifications

• Education: 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

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

Job description

Old Mutual South Africa is recruiting for a role that champions customers to achieve their lifetime goals by identifying financial needs and providing sound financial advice, recommending and implementing fit-for-purpose financial plans and solutions.

The incumbent will drive new business, grow sales with existing clients, and predominantly work on their own leads, leveraging consultative selling, customer focus, and relationship-building to deliver superior outcomes.