Strategic Financial Adviser (Commission-Based)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual seeks self-motivated professionals to champion customers' goals by identifying financial needs and providing sound financial advice. You will recommend and implement tailored plans to help clients achieve lifetime objectives.

Role focuses on acquiring new business and expanding sales with existing customers, primarily working on your own leads to drive growth within Africa's leading insurer.

Qualifications

• Identify clients' financial needs and provide tailored financial advice.
• Procure new business and expand sales with existing customers.
• Work mainly on own leads.

Responsibilities

• Identify clients' financial needs and provide sound financial advice to help achieve lifetime goals.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Procure new business and expand sales with existing customers; work mainly on own leads.

Skills

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

Education

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

Job description

Old Mutual seeks self-motivated professionals to champion customers' goals by identifying financial needs and providing sound financial advice. You will recommend and implement tailored plans to help clients achieve lifetime objectives.

Role focuses on acquiring new business and expanding sales with existing customers, primarily working on your own leads to drive growth within Africa's leading insurer.