Strategic Financial Advisor for Lifelong Goals

Old Mutual Limited; Middelburg; Sur place; ZAR 350 000 - 650 000; Plein temps

Résumé du poste

Old Mutual Limited in South Africa seeks a proactive sales professional to champion customer financial needs, deliver tailored plans, and drive revenue by acquiring new business and expanding offerings with existing clients. You will mainly work from own leads and must build trust through consultative selling.

The role emphasizes customer focus, effective communication, and proactive opportunity identification within a leading insurance company environment.

Qualifications

• Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Competencies include Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability.

Responsabilités

• Procure new business opportunities.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Connaissances

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

Formation

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

Description du poste

Old Mutual Limited in South Africa seeks a proactive sales professional to champion customer financial needs, deliver tailored plans, and drive revenue by acquiring new business and expanding offerings with existing clients. You will mainly work from own leads and must build trust through consultative selling.

The role emphasizes customer focus, effective communication, and proactive opportunity identification within a leading insurance company environment.