Financial Advisor: Client Growth & Planning Expert

Old Mutual Life Assurance Company (SA) Ltd (PFA); Bethlehem; In loco; ZAR 300.000 - 500.000; Tempo pieno

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Bethlehem, Free State, seeks self-motivated sales professionals to identify customer financial needs and provide sound financial advice, developing fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. The role demands consultative selling, customer focus, and strong relationship skills.

Competenze

• Experience in selling financial products or insurance is advantageous.
• Ability to identify and develop new business opportunities.
• Strong communication and customer relationship skills.

Mansioni

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Conoscenze

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

Formazione

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Strumenti

Sales CRM

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Bethlehem, Free State, seeks self-motivated sales professionals to identify customer financial needs and provide sound financial advice, developing fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. The role demands consultative selling, customer focus, and strong relationship skills.