Commissioned Financial Advisor for Lifetime Goals

Old Mutual South Africa; Malmesbury; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion 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.

The role focuses on acquiring new business, expanding sales with existing customers, and working predominantly on your own leads within a leading African insurance company.

Qualifications

• Senior Certificate (Matric / Grade 12) or equivalent.
• 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

Relationship Building

Consultative Selling

Customer Focus

Sales Prospecting

Lead Qualification

Oral Communication

Negotiation

CRM Knowledge

Education

Grade 12 / Senior Certificate (NQF 4)

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion 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.

The role focuses on acquiring new business, expanding sales with existing customers, and working predominantly on your own leads within a leading African insurance company.