Commissioned Financial Advisor: Build Wealth & Clients

Old Mutual Limited; Butterworth; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited is seeking a self-motivated Commissioned Financial Adviser to serve Butterworth and surrounds. You will identify financial needs, advise clients, and implement tailored plans to help customers reach lifetime goals.

You will primarily work from your own leads, expanding sales of products and services to new and existing clients. The role emphasizes building trust, consultative selling, and proactive customer engagement across the Eastern Cape region, contributing to Old

Qualifications

• NQF Level 5 or higher qualification or equivalent.

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-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 is seeking a self-motivated Commissioned Financial Adviser to serve Butterworth and surrounds. You will identify financial needs, advise clients, and implement tailored plans to help customers reach lifetime goals.

You will primarily work from your own leads, expanding sales of products and services to new and existing clients. The role emphasizes building trust, consultative selling, and proactive customer engagement across the Eastern Cape region, contributing to Old