Strategic Financial Adviser: Grow Clients & Lifetime Goals

Old Mutual Limited; Klerksdorp; Presencial; ZAR 120.000 - 180.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in South Africa seeks self-motivated sales professionals to champion customer financial needs and craft fit-for-purpose plans. You will identify opportunities, advise on products, and secure new business while expanding services for existing clients.

Role focuses on working with own leads, building trust, and delivering sound financial guidance within a leading insurance company environment. NQF Level 5 or equivalent required.

Formación

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
• Role involves championing customers to identify financial needs and provide sound financial advice.

Responsabilidades

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Conocimientos

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

Educación

NQF Level 5+

Descripción del empleo

Old Mutual Limited in South Africa seeks self-motivated sales professionals to champion customer financial needs and craft fit-for-purpose plans. You will identify opportunities, advise on products, and secure new business while expanding services for existing clients.

Role focuses on working with own leads, building trust, and delivering sound financial guidance within a leading insurance company environment. NQF Level 5 or equivalent required.