Strategic Financial Adviser: Growth & Client Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); Aliwal North; On-site; ZAR 300,000 - 550,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a self-motivated sales professional to champion customers, identify financial needs and provide tailored plans. The role focuses on acquiring new business and expanding sales with existing clients, primarily working from leads you generate.

Applicants should hold at least an NQF Level 5 qualification and demonstrate consultative selling, customer focus, and strong communication skills.

Qualifications

• Identifying financial needs and offering suitable financial plans.
• Proven sales experience and ability to work on own leads.
• Relevant education and formal qualification as required.

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 Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a self-motivated sales professional to champion customers, identify financial needs and provide tailored plans. The role focuses on acquiring new business and expanding sales with existing clients, primarily working from leads you generate.

Applicants should hold at least an NQF Level 5 qualification and demonstrate consultative selling, customer focus, and strong communication skills.