Commissioned Financial Adviser: Grow Client Wealth

Old Mutual Limited; Kokstad; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking self-motivated and dynamic individuals to join one of Africa’s leading insurance companies. The role focuses on understanding clients’ financial goals, giving sound advice, and recommending fit-for-purpose financial plans and solutions.

You will procure new business, expand sales with existing customers, and work mainly on your own leads. The position relies on building trust, consultative selling, and delivering excellent customer service to

Qualifications

• NQF Level 5 qualification or equivalent required.

Responsibilities

• 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

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

Job description

Old Mutual Limited in South Africa is seeking self-motivated and dynamic individuals to join one of Africa’s leading insurance companies. The role focuses on understanding clients’ financial goals, giving sound advice, and recommending fit-for-purpose financial plans and solutions.

You will procure new business, expand sales with existing customers, and work mainly on your own leads. The position relies on building trust, consultative selling, and delivering excellent customer service to