Commissioned Financial Advisor: Grow Trusted Client Goals

Old Mutual; Queenstown; Presencial; NZD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Old Mutual in Queenstown, New Zealand, is seeking a self-motivated Commissioned Financial Adviser to help clients achieve their lifetime goals by assessing financial needs and delivering tailored plans.

You will primarily generate new business, expand sales with existing customers, and work mainly on your own leads, supported by a leading insurance company. An NQF Level 5 or equivalent is required.

Formación

• Experience in sales and financial services is preferred.
• Ability to assess client needs and tailor financial plans.
• Strong communication and relationship-building skills.

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

Identifying Sales Opportunities

Direct Selling

Educación

NQF Level 5

Descripción del empleo

Old Mutual in Queenstown, New Zealand, is seeking a self-motivated Commissioned Financial Adviser to help clients achieve their lifetime goals by assessing financial needs and delivering tailored plans.

You will primarily generate new business, expand sales with existing customers, and work mainly on your own leads, supported by a leading insurance company. An NQF Level 5 or equivalent is required.