Growth-Focused Financial Planning Advisor

Old Mutual South Africa; Boksburg; On-site; ZAR 167,000 - 335,000; Full time

Benefits offered by this job

None

Job summary

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion customer financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions. The role focuses on procuring new business and expanding sales with existing clients.

Candidates will primarily work on their own leads, building trust and leveraging consultative selling to identify opportunities and strengthen customer relationships in a leading African insurance company.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.

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 Focus

Sales Data Management

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion customer financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions. The role focuses on procuring new business and expanding sales with existing clients.

Candidates will primarily work on their own leads, building trust and leveraging consultative selling to identify opportunities and strengthen customer relationships in a leading African insurance company.