Commissioned Financial Adviser: Build Your Practice

Old Mutual Limited; Boksburg; Presencial; ZAR 180 000 - 520 000; Tempo integral

Resumo da oferta

Old Mutual Limited, a leading South African insurer, is seeking a Commissioned Financial Adviser in Boksburg. The role focuses on identifying clients' financial needs, delivering tailored financial plans, and growing business through new and existing client relationships.

You will work primarily on your own leads, building trust and providing consultative, customer-focused financial services to help clients achieve lifetime goals.

Qualificações

• Champions customers to identify financial needs and provide sound advice.
• Proposes and implements fit-for-purpose financial plans and solutions.
• Procures new business and expands sales to existing customers.

Responsabilidades

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

Conhecimentos

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formação académica

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

Descrição da oferta de emprego

Old Mutual Limited, a leading South African insurer, is seeking a Commissioned Financial Adviser in Boksburg. The role focuses on identifying clients' financial needs, delivering tailored financial plans, and growing business through new and existing client relationships.

You will work primarily on your own leads, building trust and providing consultative, customer-focused financial services to help clients achieve lifetime goals.