Engages customers to understand their financial needs, provides financial advice, recommends suitable insurance and financial solutions, and implements personalized plans. The role emphasizes consultative and direct selling, prospect qualification, relationship building, customer service, sales opportunity identification, and achieving customers’ long-term financial goals.
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Aspires to be a Financial Advisor
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
Building Trust, Consultative Selling, Customer Feedback Management, 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 RelationshipsCompetencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityEducation
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalentClosing Date
30 March 2027 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
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