Strategic Financial Adviser: Grow Clients & Plans

Old Mutual South Africa; Lebowakgomo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion customers’ lifetime goals through financial planning and sound advice. You will identify needs, recommend fit-for-purpose plans, and implement solutions, focusing on new business and expanding relationships with existing clients.

The role emphasizes consultative selling, building trust, and direct engagement with prospects to convert opportunities, often working from your own leads to drive revenue within a

Qualifications

• Experience in identifying client financial needs and providing sound financial advice.
• Ability to identify sales opportunities and convert leads.
• Customer-focused with strong communication and relationship-building skills.

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

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

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

Tools

Sales Software

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion customers’ lifetime goals through financial planning and sound advice. You will identify needs, recommend fit-for-purpose plans, and implement solutions, focusing on new business and expanding relationships with existing clients.

The role emphasizes consultative selling, building trust, and direct engagement with prospects to convert opportunities, often working from your own leads to drive revenue within a