Growth-Driven Financial Adviser: Build Trust & Impact

Old Mutual South Africa; Thohoyandou; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is looking for self-motivated and dynamic individuals to champion our customers' financial goals in Limpopo. You will identify needs, provide sound financial advice, and recommend fit-for-purpose financial plans and solutions.

The role focuses on procuring new business and expanding sales with existing clients, largely working from your own leads while upholding high standards of trust and service.

Qualifications

• Experience in selling financial products is preferred.
• Able to work with own leads and manage client portfolios.
• Excellent communication and customer-focused approach.

Responsibilities

• Procurement of new business from leads and prospects.
• Expand sales of products and services with existing customers.
• Work mainly on own leads to build a robust pipeline.
• Build and maintain strong relationships with clients to ensure satisfaction.

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 looking for self-motivated and dynamic individuals to champion our customers' financial goals in Limpopo. You will identify needs, provide sound financial advice, and recommend fit-for-purpose financial plans and solutions.

The role focuses on procuring new business and expanding sales with existing clients, largely working from your own leads while upholding high standards of trust and service.