Commission-Based Financial Adviser: Build Trust, Grow Clients

Old Mutual Limited; Lephalale; Presencial; ZAR 240.000 - 360.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Lephalale seeks a self-motivated financial professional to identify clients’ needs and deliver fit-for-purpose financial plans. You will advise, propose and implement strategies to meet lifetime goals, focusing on new business capture and growing existing customer relationships.

The role emphasizes direct selling, consultative engagement, and building trust with clients, leveraging the company’s longstanding insurance expertise.

Formación

• Self-motivated and dynamic with an entrepreneurial spirit.
• Identify customers’ financial needs and provide sound financial advice.
• Procurement of new business and expansion of product sales with existing customers.

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 Focus

Direct Selling

Sales Data Management

Probing Questions

Qualifying Prospects

Strategic Selling

Educación

NQF Level 5

Descripción del empleo

Old Mutual Limited in Lephalale seeks a self-motivated financial professional to identify clients’ needs and deliver fit-for-purpose financial plans. You will advise, propose and implement strategies to meet lifetime goals, focusing on new business capture and growing existing customer relationships.

The role emphasizes direct selling, consultative engagement, and building trust with clients, leveraging the company’s longstanding insurance expertise.