Commissioned Financial Advisor - Build Client Wealth

Old Mutual Limited; Bloemfontein; Vor Ort; ZAR 300.000 - 560.000; Vollzeit

Zusammenfassung

Old Mutual Limited in Bloemfontein, Welkom and Colesberg seeks a Commissioned Financial Adviser to identify client needs, offer sound financial advice, and implement tailored financial plans. You will focus on procuring new business, expanding sales with current customers, and working primarily from your own leads.

The role emphasizes entrepreneurial spirit and client-focused service in a leading African insurance company, with a strong drive to build trusted relationships and deliver on

Qualifikationen

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs, provide sound financial advice, and implement fit-for-purpose plans.
• Procurement of new business and expansion of sales with existing customers.
• Work mainly on own leads.

Aufgaben

• Procure new business and expand sales with existing customers.
• Provide sound financial advice and implement fit-for-purpose plans.
• Drive entrepreneurial activity and manage own lead pool.

Kenntnisse

Building Trust

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Ausbildung

NQF Level 5 or equivalent

Jobbeschreibung

Old Mutual Limited in Bloemfontein, Welkom and Colesberg seeks a Commissioned Financial Adviser to identify client needs, offer sound financial advice, and implement tailored financial plans. You will focus on procuring new business, expanding sales with current customers, and working primarily from your own leads.

The role emphasizes entrepreneurial spirit and client-focused service in a leading African insurance company, with a strong drive to build trusted relationships and deliver on