Financial Planning Advisor - Drive Client Goals

oldmutual; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual, a leading African insurance company, seeks self-motivated individuals to champion customer goals by identifying financial needs and delivering tailored financial plans. You will procure new business and expand sales to existing customers, primarily working on your own leads.

The role emphasizes consultative selling, building trust, and customer-first service to strengthen relationships across the client base in Durban and surrounding areas.

Qualifications

• Role focuses on championing customers to achieve financial goals.
• Identify customer needs, provide financial advice, and implement fit-for-purpose plans.
• Procurement of new business and expansion of sales with existing customers.

Responsibilities

• Procure new business and expand sales 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

Tools

CRM software

Job description

Old Mutual, a leading African insurance company, seeks self-motivated individuals to champion customer goals by identifying financial needs and delivering tailored financial plans. You will procure new business and expand sales to existing customers, primarily working on your own leads.

The role emphasizes consultative selling, building trust, and customer-first service to strengthen relationships across the client base in Durban and surrounding areas.