Impactful Financial Advisor for Growth & Planning

Old Mutual Life Assurance Company (SA) Ltd (PFA); Boksburg; Sur place; ZAR 300 000 - 420 000; Plein temps

Résumé du poste

Old Mutual is seeking self-motivated individuals to champion customers’ lifetime goals by identifying financial needs, offering sound financial advice, and implementing fit-for-purpose plans. You will focus on procuring new business and expanding sales with existing customers, working mainly on your own leads with a strong emphasis on consultative selling and building trust.

Close date: 29 October 2026. The role centers on delivering solutions across Life and Savings, Property and Casualty, and

Qualifications

• NQF Level 5 or higher is required.
• Experience in financial advisory or client-facing sales is advantageous.
• Excellent communication and consultative selling skills are essential.

Responsabilités

• Procurement of new business and lead generation.
• Expand sales of products and services with existing customers.
• Work mainly on own leads and build trusted client relationships.

Connaissances

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Formation

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

Description du poste

Old Mutual is seeking self-motivated individuals to champion customers’ lifetime goals by identifying financial needs, offering sound financial advice, and implementing fit-for-purpose plans. You will focus on procuring new business and expanding sales with existing customers, working mainly on your own leads with a strong emphasis on consultative selling and building trust.

Close date: 29 October 2026. The role centers on delivering solutions across Life and Savings, Property and Casualty, and