Commissioned Financial Adviser (Pietermaritzburg/ Greytown/ Howick)

Old Mutual; Auckland; Presencial; NZD 49.000 - 82.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

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

Educación

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

Descripción del empleo

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

30 March 2027 , 23:59

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Commissioned Financial Adviser (Pietermaritzburg/ Greytown/ Howick) Howick