Growth-Focused Financial Adviser

Old Mutual; Estcourt; On-site; ZAR 200 000 - 350 000; Full time

Job summary

A leading insurance company in South Africa is seeking self-motivated individuals with an entrepreneurial spirit to provide financial advice and help customers achieve their lifetime goals. Responsibilities include procuring new business and expanding sales with existing customers. Candidates should possess an NQF Level 5 qualification and demonstrate skills in consultative selling and building trust. This role offers the opportunity to work independently and directly with clients.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Ability to provide sound financial advice and implement financial plans.
• Experience in expanding sales with existing customers.

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 is seeking self-motivated individuals with an entrepreneurial spirit to provide financial advice and help customers achieve their lifetime goals. Responsibilities include procuring new business and expanding sales with existing customers. Candidates should possess an NQF Level 5 qualification and demonstrate skills in consultative selling and building trust. This role offers the opportunity to work independently and directly with clients.