Commissioned Financial Adviser — Build Wealth with Your Own Leads

Old Mutual Limited; Malmesbury; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited in Malmesbury, Western Cape, is seeking a Commissioned Financial Adviser to champion customers’ lifetime goals by identifying their financial needs and recommending fit-for-purpose plans and solutions. The role focuses on prospecting, building trusted relationships, and expanding sales with existing clients, primarily from self-generated leads.

Applicants should possess Matric, RE5, a valid driver's license, and 2 years' financial industry experience; travel and own vehicle

Qualifications

• Matric/Grade 12 or NQF 4 equivalent required.
• Minimum 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points as applicable.
• Valid Driver's License and own vehicle or access to one.
• 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

Senior Certificate (Matric / Grade 12/ NQF 4)

Job description

Old Mutual Limited in Malmesbury, Western Cape, is seeking a Commissioned Financial Adviser to champion customers’ lifetime goals by identifying their financial needs and recommending fit-for-purpose plans and solutions. The role focuses on prospecting, building trusted relationships, and expanding sales with existing clients, primarily from self-generated leads.

Applicants should possess Matric, RE5, a valid driver's license, and 2 years' financial industry experience; travel and own vehicle