Commissioned Financial Adviser | Grow Your Client Base

Old Mutual Limited; Pretoria; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual Limited in Pretoria is seeking a Commissioned Financial Adviser to champion client goals, assess financial needs, and craft fit-for-purpose financial plans and solutions. The role focuses on acquiring new business while expanding sales with current clients and leveraging personal leads to grow the practice.

The ideal candidate will identify opportunities, build trust, and deliver consultative financial advice with a client-centric approach, strengthening relationships and driving

Qualifications

• Experience in financial advisory and sales.
• Ability to build trusted relationships with clients.
• Strong communication and consultative selling skills.

Responsibilities

• Procure new business from clients.
• 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 Pretoria is seeking a Commissioned Financial Adviser to champion client goals, assess financial needs, and craft fit-for-purpose financial plans and solutions. The role focuses on acquiring new business while expanding sales with current clients and leveraging personal leads to grow the practice.

The ideal candidate will identify opportunities, build trust, and deliver consultative financial advice with a client-centric approach, strengthening relationships and driving