The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice
Job Summary
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
The position involves recommending and implementing fit for purpose financial plans and solutions while working mainly on own leads.
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.
Matching Summary
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
Skills & Requirements
Must-have
Consultative Selling
Customer-Focused
Identifying Sales Opportunities
Sales Data Management
Strengthening Customer Relationships
Nice-to-have
Building Trust
Customer Service
Direct Selling
Oral Communications
Probing Questions
Qualifying Prospects
Strategic Selling
Collaborates
Communicates Effectively
Drives Results
Ensures Accountability
Key Requirements
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent