Strategic Financial Adviser - Commissioned & Client-Focused

Old Mutual Limited; Springbok; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual Limited invites self-motivated individuals to join Africa’s leading insurance company as trusted financial advisers. You will identify client needs, offer tailored financial plans, and implement fit-for-purpose solutions to help clients achieve lifelong goals.

The role focuses on procuring new business, expanding product sales with existing customers, and primarily working on own leads to drive revenue and growth.

Qualifications

• NQF Level 5 or equivalent is required.
• Strong sales and financial advisory capabilities.
• Experience in customer-focused consultative selling is advantageous.

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

Customer Service

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual Limited invites self-motivated individuals to join Africa’s leading insurance company as trusted financial advisers. You will identify client needs, offer tailored financial plans, and implement fit-for-purpose solutions to help clients achieve lifelong goals.

The role focuses on procuring new business, expanding product sales with existing customers, and primarily working on own leads to drive revenue and growth.