Financial Advisor for New Business Growth

Old Mutual South Africa; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa seeks self-motivated individuals to join their team. The role focuses on championing customers to achieve their financial goals through identifying needs and implementing tailored financial plans. Responsibilities include procuring new business and expanding sales with existing customers. Candidates must have a Matriculation Certificate and skills in consultative selling and building trust with clients. A dynamic and customer-focused approach is essential.

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

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in South Africa seeks self-motivated individuals to join their team. The role focuses on championing customers to achieve their financial goals through identifying needs and implementing tailored financial plans. Responsibilities include procuring new business and expanding sales with existing customers. Candidates must have a Matriculation Certificate and skills in consultative selling and building trust with clients. A dynamic and customer-focused approach is essential.