Financial Advisor: New Business & Growth

Old Mutual South Africa; Aliwal North; On-site; ZAR 320,000 - 460,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our customers’ financial goals through tailored advice and plans. You will identify needs, recommend solutions and focus on converting leads into meaningful long-term relationships.

Role emphasizes building a book of business, expanding product uptake and working predominantly from your own leads in a leading African insurance company.

Qualifications

• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Procure new business and expand sales with existing customers.

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

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 (Required)

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our customers’ financial goals through tailored advice and plans. You will identify needs, recommend solutions and focus on converting leads into meaningful long-term relationships.

Role emphasizes building a book of business, expanding product uptake and working predominantly from your own leads in a leading African insurance company.