Commission-Based Financial Adviser: Build Wealth & Plans

Old Mutual South Africa; Newcastle upon Tyne; On-site; GBP 32,000 - 42,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated, dynamic individuals to join one of Africa's leading insurance companies. The role champions customers by identifying their financial needs, offering sound financial advice, and implementing fit-for-purpose financial plans and solutions.

Key duties include procuring new business, expanding sales with existing customers, and working mainly on own leads to grow a robust client book.

Qualifications

• Experience in identifying financial needs and providing financial advice.
• Ability to procure new business and expand sales with existing customers.
• Proven capability to work on own leads and build relationships.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills

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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa seeks self-motivated, dynamic individuals to join one of Africa's leading insurance companies. The role champions customers by identifying their financial needs, offering sound financial advice, and implementing fit-for-purpose financial plans and solutions.

Key duties include procuring new business, expanding sales with existing customers, and working mainly on own leads to grow a robust client book.