Commissioned Financial Adviser: Grow Client Wealth

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a motivated financial advisor in Cape Town to identify clients' financial needs, advise on suitable plans and implement financially sound solutions aligned to lifetime goals.

You will procure new business, expand sales to existing customers, and primarily work on your own leads in a fast-paced, customer-focused environment with strong regulatory requirements.

Qualifications

• Senior Certificate (Grade 12) or equivalent.
• 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points.
• A valid Driver's License.
• Have your own vehicle or access to a vehicle for work purpose
• 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

Identifying Sales Opportunities

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a motivated financial advisor in Cape Town to identify clients' financial needs, advise on suitable plans and implement financially sound solutions aligned to lifetime goals.

You will procure new business, expand sales to existing customers, and primarily work on your own leads in a fast-paced, customer-focused environment with strong regulatory requirements.