Future-Focused Financial Advisor

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

Job summary

Old Mutual Limited in South Africa is seeking self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa’s leading insurance companies. You will champion valued customers by identifying their financial needs, providing sound financial advice and implementing fit-for-purpose financial plans and solutions to help clients achieve lifetime goals.

The role requires a matriculation certificate and strong communication, sales and customer-focused skills to drive

Qualifications

• Matriculation certificate is required.
• Strong communication and sales-focused mindset.
• Ability to identify customer needs and deliver advice.

Responsibilities

• Identify financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

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

Matriculation Certificate (Matric)

Job description

Old Mutual Limited in South Africa is seeking self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa’s leading insurance companies. You will champion valued customers by identifying their financial needs, providing sound financial advice and implementing fit-for-purpose financial plans and solutions to help clients achieve lifetime goals.

The role requires a matriculation certificate and strong communication, sales and customer-focused skills to drive