Commissioned Financial Adviser | Grow Clients' Goals

Old Mutual Limited; Mthatha; On-site; ZAR 300,000 - 550,000; Full time

Job summary

Old Mutual Limited in Mthatha and Surrounds seeks a Commissioned Financial Adviser to champion client goals through tailored financial plans. You will identify needs, advise on fit-for-purpose solutions, and drive new business while expanding existing relationships.

Key duties include acquiring new clients, expanding product sales with current customers, and leveraging personal leads to grow the business footprint in the region.

Qualifications

• NQF Level 5 or higher is required or an equivalent qualification.

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 Mthatha and Surrounds seeks a Commissioned Financial Adviser to champion client goals through tailored financial plans. You will identify needs, advise on fit-for-purpose solutions, and drive new business while expanding existing relationships.

Key duties include acquiring new clients, expanding product sales with current customers, and leveraging personal leads to grow the business footprint in the region.