Commissioned Financial Adviser

oldmutual; Rustenburg; Sur place; ZAR 350 000 - 520 000; Plein temps

Résumé du poste

Old Mutual is seeking self-motivated individuals to champion customer financial goals through advisory services and tailored financial plans. You will identify needs, provide sound advice and implement fit-for-purpose solutions, while proactively procuring new business and expanding product sales.

You will mainly work on your own leads, expanding relationships and driving revenue with a customer-focused approach.

Qualifications

• Experience in selling financial products and services.
• Ability to identify client needs and develop fit-for-purpose plans.
• Strong communication and relationship-building skills.

Responsabilités

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to drive revenue growth.
• Provide sound financial advice and implement suitable plans.

Connaissances

Consultative Selling

Customer Focus

Direct Selling

Prospecting

Sales Data Management

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Relationship Building

Formation

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

Description du poste

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

• 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-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

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

30 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!