Commission-Based Financial Adviser: Grow New & Existing Clients

Old Mutual Limited; Thohoyandou; Sur place; ZAR 180 000 - 320 000; Plein temps

Résumé du poste

Old Mutual Limited in Thohoyandou is seeking a Commissioned Financial Adviser to identify client needs, provide tailored financial advice, and promote suitable plans. The role suits a self-starting professional with an entrepreneurial spirit aiming to grow a client base within South Africa's dynamic insurance market.

You will focus on your own leads, expanding sales of life, investment, and risk products while maintaining high service standards and compliance with regulatory requirements.

Qualifications

• Proven ability to identify client needs and tailor financial solutions.
• Experience in financial advisory or sales role within insurance.
• Understanding of regulatory requirements and compliance.

Responsabilités

• Procure new business and expand sales to existing customers.
• Provide sound financial advice and fit-for-purpose plans.
• Work primarily on own leads to build a client base.

Connaissances

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

Formation

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Description du poste

Old Mutual Limited in Thohoyandou is seeking a Commissioned Financial Adviser to identify client needs, provide tailored financial advice, and promote suitable plans. The role suits a self-starting professional with an entrepreneurial spirit aiming to grow a client base within South Africa's dynamic insurance market.

You will focus on your own leads, expanding sales of life, investment, and risk products while maintaining high service standards and compliance with regulatory requirements.