Commission-Based Financial Advisor: Grow Client Wealth

Old Mutual Limited; Bethlehem; On-site; ZAR 240,000 - 480,000; Full time

Job summary

Old Mutual Limited, a leading African insurance company, seeks a Commissioned Financial Adviser for Bethlehem and surrounding areas. You will identify clients' financial needs, offer sound guidance, and implement tailored financial plans to help customers achieve lifetime goals.

The role focuses on acquiring new business and growing sales with existing customers, using an entrepreneurial mindset and strong relationship-building skills.

Qualifications

• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Procure new business and expand sales with existing customers.

Responsibilities

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to grow the customer base.
• Provide ongoing financial guidance aligned with clients' lifetime goals.

Skills

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 Relationships

Education

NQF Level 5 - Higher/Advance or Occupational Certificate

Job description

Old Mutual Limited, a leading African insurance company, seeks a Commissioned Financial Adviser for Bethlehem and surrounding areas. You will identify clients' financial needs, offer sound guidance, and implement tailored financial plans to help customers achieve lifetime goals.

The role focuses on acquiring new business and growing sales with existing customers, using an entrepreneurial mindset and strong relationship-building skills.