Financial Planning Advisor | Help Clients Succeed

oldmutual; Mbombela (Nelspruit); On-site; ZAR 250,000 - 430,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic sales professionals to champion our customers' financial goals. You will identify needs, provide trusted advice, and propose fit for purpose plans and solutions.

The role focuses on acquiring new business, growing product sales with existing clients, and working primarily from your own leads, within a supportive team at Africa's leading insurer.

Qualifications

• NQF level 5 or equivalent qualification.
• Ability to identify customer needs and provide financial solutions.
• Strong customer-focused and consultative selling capabilities.

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

Job description

Old Mutual South Africa is seeking self-motivated and dynamic sales professionals to champion our customers' financial goals. You will identify needs, provide trusted advice, and propose fit for purpose plans and solutions.

The role focuses on acquiring new business, growing product sales with existing clients, and working primarily from your own leads, within a supportive team at Africa's leading insurer.