Growth-Focused Financial Advisor: New Business

Old Mutual Limited; Rustenburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated sales professionals to champion customers in achieving lifetime financial goals. You will identify needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions.

The role involves securing new business, expanding product sales, and primarily working on your own leads. Qualifications include NQF Level 5 or higher, with a background in customer-facing financial sales being a plus.

Qualifications

• Education: NQF Level 5 or higher or equivalent.
• Experience in customer-facing financial sales is a plus.
• Ability to identify client needs and propose financial solutions.

Responsibilities

• Prospect and secure new business.
• Grow sales with existing customers.
• Work primarily on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual Limited is seeking self-motivated sales professionals to champion customers in achieving lifetime financial goals. You will identify needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions.

The role involves securing new business, expanding product sales, and primarily working on your own leads. Qualifications include NQF Level 5 or higher, with a background in customer-facing financial sales being a plus.