Commissioned Financial Adviser: Grow Client Wealth

Old Mutual South Africa

Pietermaritzburg

On-site

ZAR 240,000 - 420,000

Full time

29 hours ago
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Job summary

Old Mutual South Africa is looking for self-motivated and dynamic individuals to champion our valued customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.

The role includes procurement of new business, expanding sales with existing customers, and working mainly on your own leads.

Applicants should have NQF Level 5 or equivalent; closing date is 30 March 2027, 23:59.

Qualifications

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

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

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

Job description

Old Mutual South Africa is looking for self-motivated and dynamic individuals to champion our valued customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.

The role includes procurement of new business, expanding sales with existing customers, and working mainly on your own leads.

Applicants should have NQF Level 5 or equivalent; closing date is 30 March 2027, 23:59.

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