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Expert Financial Strategist

2 weeks ago

Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time
Expert Financial Strategist

Africa's Growth Opportunity Awaits You

We believe in the potential of Africa and strive to harness it through our diverse talent pool.

As a dynamic individual with a passion for entrepreneurship, you can be part of one of Africa's leading insurance companies.

This role revolves around empowering our valued customers to achieve their long-term goals by identifying their financial needs, providing expert advice, recommending suitable plans, and implementing solutions that cater to their requirements.

Key Responsibilities
  • Acquire new business opportunities
  • Expand product sales with existing clients
  • Pursue leads independently
Necessary Skills and Qualifications
  • Building Trust
  • Consultative Selling
  • Customer Focus
  • 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
Core Competencies
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability
Education Requirements

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

Additional Information

The appointment will be made from the designated group in line with Old Mutual South Africa's Employment Equity Plan and the specific business unit.

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

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to Old Mutual's Covid-19 vaccination policy for further detail. Note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if deemed necessary.

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