Growth-Focused Financial Adviser – Klerksdorp/Potchefstroom

oldmutual; Klerksdorp; On-site; ZAR 150,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated, dynamic sales professionals to champion our customers' lifetime financial goals. You will identify financial needs, recommend and implement fit-for-purpose plans, and drive new business procurement.

The role focuses on expanding sales with existing clients, working mainly on your own leads, and building trusted relationships through consultative selling, customer-focused service and proactive opportunity identification.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
• Experience in financial advisory or sales is preferred
• Willingness to work on own leads and procure new business

Responsibilities

• 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 (Required)

Job description

Old Mutual South Africa seeks self-motivated, dynamic sales professionals to champion our customers' lifetime financial goals. You will identify financial needs, recommend and implement fit-for-purpose plans, and drive new business procurement.

The role focuses on expanding sales with existing clients, working mainly on your own leads, and building trusted relationships through consultative selling, customer-focused service and proactive opportunity identification.