Strategic Financial Adviser for Lifetime Goals

Old Mutual South Africa; Vryburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion our customers by identifying financial needs, advising on suitable plans, and implementing fit-for-purpose solutions. This role focuses on new business procurement, expanding sales with existing clients, and primarily working on your own leads.

Ideal candidates have an NQF Level 5 qualification or equivalent. You will join a leading African insurer with a strong growth agenda and client-focused services.

Qualifications

• Proven ability to identify sales opportunities and build trusted relationships.
• Excellent communication and consultative selling skills.
• Customer-focused with a proactive, results-driven mindset.

Responsibilities

• Procure new business and expand sales of products/services.
• Work mainly on own leads to achieve sales targets.
• Provide sound financial advice and tailor fit solutions for clients.

Education

NQF Level 5 cert

Tools

Sales Software

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion our customers by identifying financial needs, advising on suitable plans, and implementing fit-for-purpose solutions. This role focuses on new business procurement, expanding sales with existing clients, and primarily working on your own leads.

Ideal candidates have an NQF Level 5 qualification or equivalent. You will join a leading African insurer with a strong growth agenda and client-focused services.