Commission-Based Financial Adviser

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial goals by identifying needs, recommending fit-for-purpose plans, and implementing solutions.

You will procure new business, expand product sales with existing clients, and work mainly from your own leads, delivering sound financial advice in a fast-paced environment.

The role emphasizes consultative selling, strong relationship building, and a commitment to delivering value to clients and Old Mutual.

Qualifications

• NQF Level 5 or higher required.
• Experience in financial services sales preferred.
• Ability to identify client needs and tailor recommendations.

Responsibilities

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to generate opportunities.
• Provide sound financial advice and implement suitable plans.

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 or Higher

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial goals by identifying needs, recommending fit-for-purpose plans, and implementing solutions.

You will procure new business, expand product sales with existing clients, and work mainly from your own leads, delivering sound financial advice in a fast-paced environment.

The role emphasizes consultative selling, strong relationship building, and a commitment to delivering value to clients and Old Mutual.