Commission-Based Financial Adviser: Grow Client Base

Old Mutual Limited; Paarl; On-site; ZAR 250,000 - 500,000; Full time

Job summary

Old Mutual Limited in Paarl is seeking a Commissioned Financial Adviser to generate new business and expand sales among existing clients. The role focuses on leveraging own leads to identify opportunities and deliver fit-for-purpose financial plans.

The ideal candidate has Matric, 2 years of financial services experience, RE5, and a valid driver's license with access to a vehicle. Criminal clearance is required. Paarl location and company commitment to growth are highlighted.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4)
• 24 months' financial industry experience
• Regulatory Examination/RE5
• Class of business/CPD points
• A valid Driver's License
• Have your own vehicle or access to a vehicle for work purpose
• Criminal clear

Responsibilities

• Responsible for the 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

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Senior Certificate (Matric)

Tools

CRM Software

Job description

Old Mutual Limited in Paarl is seeking a Commissioned Financial Adviser to generate new business and expand sales among existing clients. The role focuses on leveraging own leads to identify opportunities and deliver fit-for-purpose financial plans.

The ideal candidate has Matric, 2 years of financial services experience, RE5, and a valid driver's license with access to a vehicle. Criminal clearance is required. Paarl location and company commitment to growth are highlighted.