Strategic Financial Advisor for Lifelong Goals

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our customers’ financial goals. The role focuses on identifying needs, advising on fit-for-purpose plans, and building trusted client relationships.

Key duties include procuring new business, growing sales with existing customers, and working primarily from own lead generation while contributing to Africa’s leading insurance company portfolio.

Qualifications

• Experience in selling financial products and services.
• Self-motivated and entrepreneurial mindset as highlighted in the ad.
• Strong communication and client-facing skills are essential.

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-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 South Africa is seeking self-motivated and dynamic individuals to champion our customers’ financial goals. The role focuses on identifying needs, advising on fit-for-purpose plans, and building trusted client relationships.

Key duties include procuring new business, growing sales with existing customers, and working primarily from own lead generation while contributing to Africa’s leading insurance company portfolio.