Client-Focused Financial Adviser — Create Plans & Grow Portfolios

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated sales professionals to champion customer needs, identify financial opportunities and deliver fit-for-purpose financial plans and solutions.

You will be responsible for procuring new business, expanding product sales with existing customers and working primarily on your own leads, requiring a valid driver's license and access to a vehicle for work. Compliance with RE5 and CPD is essential.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) and RE5 regulatory examination
• 24 months' financial industry experience required
• Regulatory Examination/RE5; Class of business/CPD points; Valid Driver's License; Own vehicle or access to a vehicle for work
• Criminal clearances required

Responsibilities

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

Job description

Old Mutual South Africa is seeking self-motivated sales professionals to champion customer needs, identify financial opportunities and deliver fit-for-purpose financial plans and solutions.

You will be responsible for procuring new business, expanding product sales with existing customers and working primarily on your own leads, requiring a valid driver's license and access to a vehicle for work. Compliance with RE5 and CPD is essential.