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Strategic Financial Consultant

1 week ago

Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full time
Established Financial Advisor

We are seeking a seasoned professional to champion our valued customers in achieving their lifetime goals.

This role is about identifying customer financial needs, providing sound advice, and implementing tailored financial plans.

  • Procure new business opportunities
  • Expand sales of existing products and services with clients
  • Mainly work on self-generated leads

Key Skills:

Building trust, consultative selling, customer focus, customer service, direct selling, identifying sales opportunities, oral communication, 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

Qualifications:

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

Important Notes:

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 encourages its workforce to be fully vaccinated against Covid-19 and requires prospective employees to disclose their vaccination status as part of the recruitment process.