Strategic Financial Adviser — Grow Client Wealth

Old Mutual Limited; Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited in KwaZulu-Natal, Durban is seeking self-motivated individuals to join Africa’s leading insurer as financial advisers. You will identify client needs, provide sound financial advice, and implement fit-for-purpose plans to help customers achieve lifetime goals.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. The role blends client relationships with consultative selling in a dynamic environment.

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Ability to champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose financial plans.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services 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 Limited in KwaZulu-Natal, Durban is seeking self-motivated individuals to join Africa’s leading insurer as financial advisers. You will identify client needs, provide sound financial advice, and implement fit-for-purpose plans to help customers achieve lifetime goals.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. The role blends client relationships with consultative selling in a dynamic environment.