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Financial Planning Consultant

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

Old Mutual South Africa is a leading insurance company that empowers Africans to achieve their lifetime goals. We are seeking self-motivated and dynamic professionals to join our team as Financial Planning Consultants. In this role, you will identify financial needs and provide expert advice on fit-for-purpose financial plans and solutions.

Responsibilities
  1. Foster new business procurement and expand sales of products and services with existing customers.
  2. Mainly work on own leads to drive results and ensure accountability.
Essential 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 Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability.

Education Requirement

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

Other Requirements

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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.