Growth-Focused Financial Adviser

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

Job summary

A leading insurance company in Margate is seeking self-motivated individuals to join the team. The role focuses on championing customers to achieve financial goals through sound advice and tailored financial solutions. Key responsibilities include procuring new business and expanding sales with existing clients. Candidates must possess strong consultative selling skills and a commitment to customer service. An NQF Level 5 qualification or equivalent is required. Applications are welcomed until 30 January 2026.

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 Margate is seeking self-motivated individuals to join the team. The role focuses on championing customers to achieve financial goals through sound advice and tailored financial solutions. Key responsibilities include procuring new business and expanding sales with existing clients. Candidates must possess strong consultative selling skills and a commitment to customer service. An NQF Level 5 qualification or equivalent is required. Applications are welcomed until 30 January 2026.