Financial Advisor: Craft Plans, Help Clients Reach Goals

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 240,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Pietermaritzburg seeks a self-motivated sales professional to champion customers' financial goals by identifying needs, giving sound advice, and recommending fit-for-purpose plans and solutions.

The role involves procuring new business, expanding sales with existing customers, and working mainly on your own leads to drive growth in a leading insurance company.

Qualifications

• Role focuses on identifying financial needs and advising on fit-for-purpose plans.
• Procurement of new business and expanding sales with existing customers.
• Self-motivated, able to work mainly on own leads.

Responsibilities

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to achieve targets.
• Provide sound financial advice and implement suitable plans.

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 South Africa in Pietermaritzburg seeks a self-motivated sales professional to champion customers' financial goals by identifying needs, giving sound advice, and recommending fit-for-purpose plans and solutions.

The role involves procuring new business, expanding sales with existing customers, and working mainly on your own leads to drive growth in a leading insurance company.