Commission-Based Financial Adviser – Grow Your Client Base

Old Mutual Limited; Gqeberha; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited in Port Elizabeth invites applications for a Commissioned Financial Adviser. You will champion customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing clients, and working mainly on your own leads. A self-motivated, entrepreneurial attitude will help you succeed in this leading South African insurer.

Qualifications

• Matric/Grade 12 or equivalent NQF 4.
• At least 24 months financial industry experience.
• RE5 Regulatory Examination completed.
• Valid Driver's Licence and own vehicle.
• Criminal clear.
• CPD points / class of business knowledge.
• Own lead sources or access to transport for work.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

Sales Data Management

Oral Communications

Identifying Sales Opportunities

Qualifying Prospects

Direct Selling

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 / Matric / NQF 4

Tools

Sales Software

Job description

Old Mutual Limited in Port Elizabeth invites applications for a Commissioned Financial Adviser. You will champion customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing clients, and working mainly on your own leads. A self-motivated, entrepreneurial attitude will help you succeed in this leading South African insurer.