Commission-Based Financial Adviser – Grow Client Wealth

Old Mutual South Africa; Knysna; Vor Ort; ZAR 260.000 - 520.000; Vollzeit

Zusammenfassung

Old Mutual South Africa in Knysna invites driven sales professionals to champion customer needs by identifying financial goals and presenting suitable plans. This role focuses on new business development, expanding product sales, and servicing existing clients with a client-first mindset.

The ideal candidate has Matric/NQF4, RE5, and relevant financial services experience, plus a valid driver’s license and reliable transport.

Qualifikationen

• 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

Aufgaben

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Kenntnisse

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

Ausbildung

Senior Certificate / Matric / Grade 12 / NQF 4

Jobbeschreibung

Old Mutual South Africa in Knysna invites driven sales professionals to champion customer needs by identifying financial goals and presenting suitable plans. This role focuses on new business development, expanding product sales, and servicing existing clients with a client-first mindset.

The ideal candidate has Matric/NQF4, RE5, and relevant financial services experience, plus a valid driver’s license and reliable transport.