Commissioned Financial Adviser: Build Plans & Grow Clients

Old Mutual; Malmesbury; Vor Ort; GBP 30.000 - 50.000; Vollzeit

Zusammenfassung

Old Mutual is seeking a self-motivated financial adviser in Malmesbury to champion customers, identify needs and design fit-for-purpose plans. You will be responsible for procuring new business and expanding sales with existing clients, primarily working on your own leads.

Requirements include a Senior Certificate, 24 months' financial industry experience, RE5, CPD points, a valid driver's license and access to a vehicle. Closing date: 29 November 2026.

Qualifikationen

• Senior Certificate (Matric / Grade 12/ NQF 4).
• 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points.
• A valid Driver's Licence.
• Have your own vehicle or access to a vehicle for work purpose.
• Criminal clear.

Aufgaben

• Champion our valued customers to identify their financial needs and provide sound financial advice.
• Procurement of new business and expansion of sales with existing customers.
• Work mainly on own leads.

Kenntnisse

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Jobbeschreibung

Old Mutual is seeking a self-motivated financial adviser in Malmesbury to champion customers, identify needs and design fit-for-purpose plans. You will be responsible for procuring new business and expanding sales with existing clients, primarily working on your own leads.

Requirements include a Senior Certificate, 24 months' financial industry experience, RE5, CPD points, a valid driver's license and access to a vehicle. Closing date: 29 November 2026.