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Old Mutual

Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds)

Posted 3 Days Ago
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In-Office
Newcastle, New South Wales
Entry level
In-Office
Newcastle, New South Wales
Entry level
Provides financial advice, identifies customer needs, recommends and implements tailored financial plans, procures new business, expands sales to existing customers, and manages primarily self-generated leads. The role requires consultative selling, customer relationship development, prospect qualification, sales opportunity identification, and effective communication, supported by an entrepreneurial and customer-focused approach.
The summary above was generated by AI

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.

  • 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

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

30 March 2027 , 23:59

The 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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