Commissioned Financial Adviser: Help Clients Reach Goals

Old Mutual South Africa; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial needs, provide sound advice, and implement fit-for-purpose financial plans. The role focuses on procuring new business, expanding product sales with existing clients, and handling leads primarily from personal networks.

Applicants should have a matrics/NQF 4, RE5, CPD points, and a valid driver’s license with access to a vehicle.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4).
• 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 Focus

Customer Service

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Education

NQF Level 4

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial needs, provide sound advice, and implement fit-for-purpose financial plans. The role focuses on procuring new business, expanding product sales with existing clients, and handling leads primarily from personal networks.

Applicants should have a matrics/NQF 4, RE5, CPD points, and a valid driver’s license with access to a vehicle.