Commissioned Financial Adviser — Build Client Plans & Growth

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

Job summary

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion our customers in achieving lifetime goals by identifying financial needs and offering fit-for-purpose plans and solutions.

Key duties include bringing in new business, expanding product uptake with current clients, and working primarily from personal leads. A valid driver’s license and RE5 are required, with a 12th-grade equivalent qualification and CPD points desired.

Qualifications

• Senior Certificate (Matric/Grade 12/NQF 4)
• 2+ years of financial industry experience
• Regulatory Examination/RE5
• Class of business/CPD points
• Valid Driver's License
• Own vehicle or access to a vehicle for work
• Criminal clear

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

Education

Grade 12 / NQF4

Job description

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion our customers in achieving lifetime goals by identifying financial needs and offering fit-for-purpose plans and solutions.

Key duties include bringing in new business, expanding product uptake with current clients, and working primarily from personal leads. A valid driver’s license and RE5 are required, with a 12th-grade equivalent qualification and CPD points desired.