Director of Financial Planning & Analysis at Globe Life responsible for strategic planning and financial forecasts. Leading an FP&A team and collaborating with executive leadership to drive accountability.
About the role
- Commissioned Financial Adviser at Old Mutual addressing customer financial needs and providing financial advice in South Africa. Responsible for expanding product sales with existing customers and new business.
Responsibilities
- Championing our valued customers to achieve their lifetime goals
- Identifying financial needs and providing sound financial advice
- Recommending and implementing 'fit for purpose' financial plans and solutions
- Responsible for procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Requirements
- Self-motivated and dynamic individuals with a passionate entrepreneurial spirit
- 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
Benefits
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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