Commissioned Financial Adviser

Old Mutual Limited; Welkom; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa seeks dynamic individuals for the role focused on championing customers by identifying their financial needs and providing tailored financial advice. Responsibilities include procuring new business and expanding existing customer sales. Ideal candidates must be self-motivated, possess excellent communication skills, and have an NQF Level 5 qualification. This role offers a chance to contribute to the company's ambitious vision while ensuring clients meet their lifetime goals.

Qualifications

• Demonstrated ability to build trust with clients.
• Experience in consultative selling and strategic selling.
• Strong oral communication skills.

Responsibilities

• Responsible for procuring new business opportunities.
• Expand sales with existing customers.
• Work predominantly on self-generated leads.

Skills

Building Trust

Customer-Focused

Consultative Selling

Oral Communications

Identifying Sales Opportunities

Education

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

Job description

About the Role

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.

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‑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 Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

• NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

29 November 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.