Commission-Based Financial Adviser: Grow Your Client Base

Old Mutual Limited; Ballito, Stanger / KwaDukuza, Darnall; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual Limited is recruiting a Commissioned Financial Adviser to serve Ballito, Stanger, KwaDukuza, Mthunzini and Darnall. The role focuses on understanding clients' financial goals, delivering tailored advisory and fit-for-purpose plans, and driving new business from lead generation and referrals.

You will be responsible for advising clients, expanding product uptake, and working primarily from own leads, with a commitment to building lasting relationships and achieving targets.

Qualifications

• Role involves championing customers to achieve lifetime goals by identifying financial needs and providing sound financial plans.
• Procurement of new business and expansion of products/services with existing customers.
• Work mainly on own leads and deliver value through consultative selling.

Responsibilities

• Identify and assess client needs and provide suitable financial advice and solutions.
• Build trust and maintain strong client relationships to drive new business.
• Deliver high-quality service and meet sales targets.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual Limited is recruiting a Commissioned Financial Adviser to serve Ballito, Stanger, KwaDukuza, Mthunzini and Darnall. The role focuses on understanding clients' financial goals, delivering tailored advisory and fit-for-purpose plans, and driving new business from lead generation and referrals.

You will be responsible for advising clients, expanding product uptake, and working primarily from own leads, with a commitment to building lasting relationships and achieving targets.