Commissioned Financial Advisor | Grow Client Wealth & Plans

Old Mutual; Queenstown; On-site; NZD 50,000 - 90,000; Full time

Job summary

Old Mutual seeks a Commissioned Financial Adviser to drive new business opportunities in Queenstown, NZ. You will identify client needs, propose suitable financial plans, and close sales while managing ongoing client relationships.

Key duties include procuring new business, expanding sales with current clients, and primarily working on your own leads to meet targets. A commission-based role offers growth with RE5, CPD, and a valid driver’s license.

Qualifications

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

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 Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

Senior Certificate / Grade 12

NQF Level 4 / National Certificate

RE5 Regulatory Examination

Tools

RE5 Certification

Job description

Old Mutual seeks a Commissioned Financial Adviser to drive new business opportunities in Queenstown, NZ. You will identify client needs, propose suitable financial plans, and close sales while managing ongoing client relationships.

Key duties include procuring new business, expanding sales with current clients, and primarily working on your own leads to meet targets. A commission-based role offers growth with RE5, CPD, and a valid driver’s license.