Financial Advisor: Client Goals & Solutions

Old Mutual Life Assurance Company (SA) Ltd (PFA); Vanderbijlpark; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated sales professionals to champion customer goals by identifying financial needs and providing sound advice. You will recommend and implement tailored financial plans, procure new business, and grow sales with existing clients. The role primarily works on self-generated leads.

Requirements include Education: NQF Level 5 or equivalent. This position emphasizes consultative selling, customer focus, and relationship-building

Qualifications

• Education: NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required).

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Procure new business and expand sales 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

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated sales professionals to champion customer goals by identifying financial needs and providing sound advice. You will recommend and implement tailored financial plans, procure new business, and grow sales with existing clients. The role primarily works on self-generated leads.

Requirements include Education: NQF Level 5 or equivalent. This position emphasizes consultative selling, customer focus, and relationship-building