Commission-Based Financial Adviser – Grow Client Futures

Old Mutual Limited; Komani; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited invites applications for a Commissioned Financial Adviser position in Queenstown. The role focuses on identifying client needs, providing sound financial advice, and implementing fit-for-purpose plans.

The successful candidate should be entrepreneurial and self-motivated, with RE5 and a valid driver's license. You will build trust with clients, leverage personal leads, and collaborate with teams to deliver financial solutions that align with lifetime goals.

Qualifications

• Matric/Grade 12 or equivalent.
• 24 months' financial industry experience.
• Regulatory Examination/RE5 completed.
• A valid Driver's License and access to a vehicle for work.
• Criminal clearance required.

Responsibilities

• Responsible for procuring new business to grow the client base.
• Expand sales of products and services with existing customers.
• Work mainly on own leads and prospects to generate opportunities.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Relationship Building

Education

Matric / Grade 12

Job description

Old Mutual Limited invites applications for a Commissioned Financial Adviser position in Queenstown. The role focuses on identifying client needs, providing sound financial advice, and implementing fit-for-purpose plans.

The successful candidate should be entrepreneurial and self-motivated, with RE5 and a valid driver's license. You will build trust with clients, leverage personal leads, and collaborate with teams to deliver financial solutions that align with lifetime goals.