Commission-Based Financial Adviser: Build Trusted Plans

Old Mutual; Auckland; On-site; NZD 49,000 - 82,000; Full time

Job summary

Old Mutual in South Africa is seeking a Commissioned Financial Adviser to champion clients' financial goals by identifying needs and delivering tailored plans. You will advise and implement fit-for-purpose solutions, focusing on building lasting relationships with customers.

Responsibilities include acquiring new business through personal leads and expanding sales with existing clients, working predominantly from your own leads to drive growth and client satisfaction.

Qualifications

• Experience in identifying client financial needs and advising on suitable financial plans.
• Proven ability to generate new business and grow existing client relationships.
• Proficiency in consultative sales and using sales data to drive outcomes.

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 in South Africa is seeking a Commissioned Financial Adviser to champion clients' financial goals by identifying needs and delivering tailored plans. You will advise and implement fit-for-purpose solutions, focusing on building lasting relationships with customers.

Responsibilities include acquiring new business through personal leads and expanding sales with existing clients, working predominantly from your own leads to drive growth and client satisfaction.