Independent Financial Adviser: Build Client Wealth

Old Mutual South Africa; Aliwal North; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion our customers, identify financial needs and provide sound financial advice. You will recommend and implement fit-for-purpose plans, own leads and expand sales with existing clients.

The role focuses on acquiring new business and growing relationships within our client base, requiring entrepreneurial drive and strong consultative selling skills.

Qualifications

• Experience in financial services or insurance sales is preferred.
• Ability to identify client needs and tailor financial plans.
• Proven track record of achieving sales targets and managing client relationships.

Responsibilities

• Responsible for the 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

Identifying Sales Opportunities

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Tools

CRM software

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion our customers, identify financial needs and provide sound financial advice. You will recommend and implement fit-for-purpose plans, own leads and expand sales with existing clients.

The role focuses on acquiring new business and growing relationships within our client base, requiring entrepreneurial drive and strong consultative selling skills.