The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice
Job Summary
The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
Responsibilities include procuring new business and expanding sales of products and services with existing customers, mainly working on own leads.
Old Mutual is committed to employment equity and reflects a diverse talent pool, believing strongly in the African opportunity.
Matching Summary
The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
Skills & Requirements
Must-have
Financial needs identification
Consultative selling
Direct selling
Customer relationship management
Sales data management
Nice-to-have
Building trust
Collaborates effectively
Action oriented
Customer focused
Strategic selling
Key Requirements
Senior Certificate (Matric / Grade 12 / NQF 4)
24 months financial industry experience
Regulatory Examination/RE5 Class of business/CPD points