Strategic Financial Advisor – Grow Client Wealth

Old Mutual Life Assurance Company (SA) Ltd (PFA); Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is seeking a proactive sales professional to champion customer financial needs, provide sound advice, and implement fit-for-purpose financial plans. The role focuses on procuring new business, expanding sales with existing clients, and working primarily on leading opportunities from own prospects.

The candidate should have an NQF Level 5 or higher-related certification, with a strong emphasis on consultative selling, customer focus, and relationship building.

Qualifications

• Identify clients' financial needs and provide sound financial advice.

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 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 is seeking a proactive sales professional to champion customer financial needs, provide sound advice, and implement fit-for-purpose financial plans. The role focuses on procuring new business, expanding sales with existing clients, and working primarily on leading opportunities from own prospects.

The candidate should have an NQF Level 5 or higher-related certification, with a strong emphasis on consultative selling, customer focus, and relationship building.