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Sell Old Mutual insurance and financial solutions by prospecting and acquiring new clients, expanding sales with existing customers, and delivering consultative, customer-focused financial advice and fit-for-purpose financial plans. Work primarily from own leads and use sales tools to manage data and relationships.

Provide consultative financial advice and sell Old Mutual products to clients in the Pietermaritzburg/Howick area. Manage customer relationships, identify sales opportunities, analyse client information, and translate engagements into sales while complying with FAIS and insurance class requirements. Use sales software and strong communication, planning and organisational skills to meet targets.

Sell financial products and provide consultative advice by identifying client needs, recommending fit-for-purpose financial plans, building customer relationships, and implementing solutions to help clients achieve lifetime financial goals.

Provide financial advice and sell long-term insurance and investment products; meet FAIS and class-of-business certification requirements; build and strengthen customer relationships through consultative selling; translate client engagements into sales; use sales software and maintain sales data; demonstrate planning, business acumen, resilience, and a valid driver’s licence and car.

Advise clients on financial needs, recommend and implement tailored financial plans and insurance solutions. Generate and procure new business, expand product sales with existing customers, manage own leads, and maintain customer relationships using consultative selling and sales data tools.

Provide consultative financial advice and sell Old Mutual products to clients in the Pietermaritzburg/Howick area. Use customer-focused selling, analyse client needs, convert engagements into sales, maintain relationships, comply with insurance and FAIS requirements, and manage sales data using computer tools.

Sell financial products and create fit-for-purpose financial plans by identifying customer needs, providing advice, qualifying prospects, and building long-term client relationships. Use consultative selling, customer service, and sales tools to manage opportunities and implement recommended solutions.

Champion clients to achieve lifetime financial goals by identifying needs, providing tailored advice, recommending and implementing fit-for-purpose financial plans, qualifying prospects, and building lasting customer relationships through consultative selling and sales management.

Provide consultative financial advice to clients: identify needs, recommend and implement fit-for-purpose financial plans and solutions, build relationships, and drive direct sales while maintaining customer focus and accountability.

Serve as first point of contact for customers: handle routine inquiries, follow multilevel sales scripts to clarify needs, update CRM and spreadsheets, identify sales leads, support business development, and follow compliance procedures.