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About the Role
Champion valued customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.
Responsibilities
- Procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Requirements
- 24 months' financial industry experience
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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
Education Level
- Senior Certificate (Matric / Grade 12/ NQF 4)
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
About the Company
- 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.
Equal Opportunity
- 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.