Commissioned Financial Adviser: Build Trust and Grow Clients

Old Mutual Limited; Vanderbijlpark; Vor Ort; ZAR 420.000 - 600.000; Vollzeit

Zusammenfassung

Old Mutual Limited is seeking a Commissioned Financial Adviser in Vanderbijlpark to champion client needs with tailored financial plans. You will identify opportunities, advise on suitable products, and actively drive new business while growing relationships with existing clients.

The role emphasizes entrepreneurial drive, client trust, and consultative selling to achieve lifetime financial goals within a leading African insurance company.

Qualifikationen

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Provide sound financial advice and fit-for-purpose plans.
• Procure new business and expand sales to existing clients.
• Work mainly on own leads and networking opportunities.

Aufgaben

• Responsible for procuring new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Kenntnisse

Building Trust

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Sales Software

Strategic Selling

Relationship Building

Ausbildung

NQF Level 5

Jobbeschreibung

Old Mutual Limited is seeking a Commissioned Financial Adviser in Vanderbijlpark to champion client needs with tailored financial plans. You will identify opportunities, advise on suitable products, and actively drive new business while growing relationships with existing clients.

The role emphasizes entrepreneurial drive, client trust, and consultative selling to achieve lifetime financial goals within a leading African insurance company.