Short-Term Financial Advisor for Growth and Planning

Old Mutual Limited; Boksburg; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited invites motivated professionals to join a leading African insurance company in a role focused on identifying financial needs, offering sound advice and implementing tailored financial plans. You will be responsible for acquiring new business, expanding sales with existing customers, and managing your own leads to drive growth.

The position emphasizes consultative selling, customer-centric service and building lasting relationships with clients, supported by strong

Qualifications

• Experience in selling financial products to customers.
• Ability to identify customer needs and offer suitable solutions.
• Strong communication and relationship-building skills.

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 Software

Direct Selling

Opportunity Identification

Probing Questions

Education

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

Job description

Old Mutual Limited invites motivated professionals to join a leading African insurance company in a role focused on identifying financial needs, offering sound advice and implementing tailored financial plans. You will be responsible for acquiring new business, expanding sales with existing customers, and managing your own leads to drive growth.

The position emphasizes consultative selling, customer-centric service and building lasting relationships with clients, supported by strong