Commission-Based Financial Adviser: Build Client Wealth

Old Mutual Limited; East London; Sur place; ZAR 240 000 - 360 000; Plein temps

Résumé du poste

Old Mutual Limited in East London seeks a Commissioned Financial Adviser to identify financial needs, provide sound advice and implement tailored plans. The role emphasizes procuring new business and expanding sales with existing clients, primarily working from own leads.

A drivers license, RE5, and a clear criminal record are required, with a strong entrepreneurial drive expected. The successful candidate will engage customers to understand lifetime goals, build trust, and deliver solutions

Qualifications

• Matric/Grade 12 with NQF 4 or equivalent.
• 2+ years in financial services or insurance preferred.
• RE5 Regulatory Examination.
• Valid driver’s license and own vehicle for work.
• Criminal clear required.

Responsabilités

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to identify and close opportunities.
• Deliver sound financial advice and implement fit-for-purpose plans.

Connaissances

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Opportunities

Oral Communications

Qualifying Prospects

Sales Data Management

Sales Software

Relationship Building

Formation

NQF Level 4

Grade 12 / School Leaving Certificate

National/Occupational Certificate

Description du poste

Old Mutual Limited in East London seeks a Commissioned Financial Adviser to identify financial needs, provide sound advice and implement tailored plans. The role emphasizes procuring new business and expanding sales with existing clients, primarily working from own leads.

A drivers license, RE5, and a clear criminal record are required, with a strong entrepreneurial drive expected. The successful candidate will engage customers to understand lifetime goals, build trust, and deliver solutions