Growth-Focused Financial Adviser

Old Mutual; Bizana; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa seeks dynamic individuals to join their team. The role involves championing customers to achieve their financial goals by identifying needs and providing tailored financial solutions. Responsibilities include sourcing new business and expanding existing client relationships. Required qualifications include an NQF Level 5 or equivalent certification. This position emphasizes skills in consultative selling and customer focus.

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

A leading insurance company in South Africa seeks dynamic individuals to join their team. The role involves championing customers to achieve their financial goals by identifying needs and providing tailored financial solutions. Responsibilities include sourcing new business and expanding existing client relationships. Required qualifications include an NQF Level 5 or equivalent certification. This position emphasizes skills in consultative selling and customer focus.