Financial Planning Advisor — Growth & Impact

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals in Durban to champion customers’ lifetime goals by identifying financial needs and recommending fit-for-purpose plans. The role focuses on procuring new business and expanding sales with existing clients, primarily working on personal leads.

The successful candidate will provide sound financial advice and implement tailored plans, joining a leading African insurer with a strong emphasis on client outcomes and service excellence.

Qualifications

• Must demonstrate ability to identify and pursue new business opportunities.
• Proven experience in expanding sales with existing customers.
• Strong customer understanding and advisory selling approach.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Trust building

Consultative selling

Customer-focused

Customer service

Direct selling

Identifying sales opportunities

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Building relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

Sales Software

CRM Software

Job description

Old Mutual South Africa is seeking self-motivated individuals in Durban to champion customers’ lifetime goals by identifying financial needs and recommending fit-for-purpose plans. The role focuses on procuring new business and expanding sales with existing clients, primarily working on personal leads.

The successful candidate will provide sound financial advice and implement tailored plans, joining a leading African insurer with a strong emphasis on client outcomes and service excellence.