Commissioned Financial Advisor

Old Mutual; Upington; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a leading insurance company that champions the African opportunity! This dynamic role invites self-motivated individuals to help customers achieve their financial goals through tailored advice and solutions. You will be at the forefront of driving business growth, leveraging your skills in consultative selling and customer relationship management. With a focus on building trust and expanding sales, you will thrive in an environment that values entrepreneurial spirit and customer-centric approaches. If you're ready to make a meaningful impact in the financial services sector, this opportunity is for you!

Qualifications

• NQF Level 5 Higher Advance or equivalent required.
• Experience in sales and customer relationship management is essential.

Responsibilities

• Procurement of new business and expanding sales with existing customers.
• Providing sound financial advice and implementing financial plans.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Sales Data Management

Strategic Selling

Communicates Effectively

Education

NQF Level 5 Higher Advance or Occupational Certificate

Tools

Sales Software

Job description

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

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

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 fit-for-purpose financial plans and solutions.

Responsibilities include:

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

Skills required:

Building Trust, Consultative Selling, Customer Focus, 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, Action Oriented, Balances Stakeholders, Builds Networks, Communicates Effectively, Drives Results, Ensures Accountability

Education:

NQF Level 5 Higher Advance or Occupational Certificate or equivalent

Closing Date: 24 April 2025 23:59

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

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