Impactful Financial Planner & Advisory Coach

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is to champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.

This is a challenging opportunity to build trusted client relationships and contribute to

Qualifications

• Self-motivated with an entrepreneurial spirit.
• Ability to identify financial needs and offer suitable plans.
• Strong customer service and sales skills.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

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

Old Mutual South Africa is seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is to champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.

This is a challenging opportunity to build trusted client relationships and contribute to