Independent Financial Advisor — Client Growth

Old Mutual Life Assurance Company (SA) Ltd (PFA); Butterworth; Presencial; ZAR 180 000 - 300 000; Tempo integral

Resumo da oferta

Old Mutual in Butterworth, South Africa, seeks a self-motivated sales professional to champion customer financial needs by identifying goals, providing sound advice, and recommending fit-for-purpose plans. The role focuses on acquiring new business while expanding sales to existing clients and working primarily from own leads.

You will build trust, consult with clients, and leverage opportunities across life and savings products to help customers achieve lifetime financial security.

Qualificações

• Identify client needs and tailor financial plans.
• Proven sales experience and ability to convert opportunities.
• Relevant education aligned with financial services.

Responsabilidades

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to build client base.
• Provide sound financial advice and fit-for-purpose plans.

Conhecimentos

Building Trust

Consultative Selling

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

Formação académica

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

Descrição da oferta de emprego

Old Mutual in Butterworth, South Africa, seeks a self-motivated sales professional to champion customer financial needs by identifying goals, providing sound advice, and recommending fit-for-purpose plans. The role focuses on acquiring new business while expanding sales to existing clients and working primarily from own leads.

You will build trust, consult with clients, and leverage opportunities across life and savings products to help customers achieve lifetime financial security.