Financial Advisor KZN: Build Trust & Grow Plans

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa in KwaZulu-Natal, Durban invites self-motivated individuals to join Africa's leading insurance company. The role focuses on championing customers to identify financial needs and provide sound financial advice, developing fit-for-purpose plans.

You will be responsible for procuring new business, expanding sales with existing customers, and working largely on your own leads. A strong consultative selling mindset and customer focus are essential.

Qualifications

• Must have strong financial services acumen with ability to identify client needs and tailor solutions.
• Self-motivated and dynamic individual with an entrepreneurial spirit.

Responsibilities

• 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 in KwaZulu-Natal, Durban invites self-motivated individuals to join Africa's leading insurance company. The role focuses on championing customers to identify financial needs and provide sound financial advice, developing fit-for-purpose plans.

You will be responsible for procuring new business, expanding sales with existing customers, and working largely on your own leads. A strong consultative selling mindset and customer focus are essential.