Commission-Based Financial Adviser – Help Clients Plan Their Future

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion customers by identifying needs and providing sound financial advice. You will propose and implement fit-for-purpose financial plans and solutions, while expanding sales with existing clients. The role primarily works from your own leads in a leading African insurer.

The position requires the ability to build trust, consultative selling, and a strong customer focus to help clients achieve lifetime financial goals.

Qualifications

• NQF Level 5 or higher is required.
• Sales experience in insurance or financial services is preferred.
• Strong communication and client focus are essential.

Responsibilities

• Responsible for the 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

Customer Service

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion customers by identifying needs and providing sound financial advice. You will propose and implement fit-for-purpose financial plans and solutions, while expanding sales with existing clients. The role primarily works from your own leads in a leading African insurer.

The position requires the ability to build trust, consultative selling, and a strong customer focus to help clients achieve lifetime financial goals.