Commissioned Financial Advisor

Old Mutual; Maluti-a-Phofung Local Municipality; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is looking for self-motivated individuals with an entrepreneurial spirit to join their team. This exciting role involves helping customers achieve their financial goals through tailored financial advice and solutions. You will have the opportunity to expand your network and develop your business acumen while working in a dynamic environment. If you are passionate about making a difference in people's lives and have a strong focus on customer satisfaction, this is the perfect opportunity for you.

Qualifications

• Strong communication skills and customer focus are essential.
• Experience in sales and business development is highly valued.

Responsibilities

• Procurement of new business and expanding sales with existing customers.
• Work mainly on own leads to achieve financial goals.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Business Development

Sales Experience

Financial Planning

Job description

Old Mutual Job Opportunity

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

Role Overview

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.

Responsibilities

1. Procurement of new business
2. Expand sales of products and services with existing customers
3. Work mainly on own leads

Skills

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education & Deadline

Closing Date: 24 April 2025 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Additional Information

The Old Mutual story!

Required Experience

Unclear Seniority

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Investment Experience
• Military Experience
• Securities Law
• Customer Relationship Management
• Financial Planning
• Wills