Old Mutual Benefits Overview

Sell and advise clients on long-term financial products. Use consultative selling to identify customer needs, convert engagements into sales, manage client relationships, and handle sales data. Ensure regulatory compliance (FAIS), maintain records, travel locally to meet clients, and demonstrate strong communication, planning, and entrepreneurial skills.

Sell Old Mutual insurance and financial solutions: generate new business, grow sales with existing customers, provide consultative financial advice, qualify prospects, manage sales data, and use sales software while working primarily on own leads.

Sell and implement fit-for-purpose financial plans by identifying clients' financial needs, providing consultative advice, qualifying prospects, building trusted relationships, and using sales tools to manage opportunities and feedback to help customers achieve lifetime goals.