Growth-Driven Financial Advisor

Old Mutual South Africa; Middelburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion customer needs by identifying financial requirements and delivering fit-for-purpose plans. You will proactively source new business and expand sales with current clients, mostly working on leads you generate.

The role emphasizes entrepreneurial spirit within one of Africa's leading insurance companies, offering opportunities to develop advisory skills and build lasting client relationships.

Qualifications

• Experience in identifying and pursuing new business opportunities.
• Ability to expand product and service sales with existing customers.
• Proven track record of working on own leads to close deals.

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 individuals to champion customer needs by identifying financial requirements and delivering fit-for-purpose plans. You will proactively source new business and expand sales with current clients, mostly working on leads you generate.

The role emphasizes entrepreneurial spirit within one of Africa's leading insurance companies, offering opportunities to develop advisory skills and build lasting client relationships.