Commissioned Financial Advisor for New Business Growth

Old Mutual Limited; Newcastle, Vryheid; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Old Mutual Limited in Newcastle/Vryheid and Surrounds is seeking a Commissioned Financial Adviser to champion customers toward lifetime goals through tailored financial plans. You will identify needs, provide sound advice, and implement appropriate solutions to secure new business while expanding sales with existing clients.

Working mainly on your own leads, you will build trust, consult with customers, and drive results as part of a leading South African insurance company.

Qualifications

• Proven ability to procure new business and expand sales with existing customers.
• Role requires self-motivation, entrepreneurial spirit, and professional financial advisory skills.
• Must demonstrate consultative selling and strong customer service orientation.

Responsibilities

• 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

Tools

Sales Software

Job description

Old Mutual Limited in Newcastle/Vryheid and Surrounds is seeking a Commissioned Financial Adviser to champion customers toward lifetime goals through tailored financial plans. You will identify needs, provide sound advice, and implement appropriate solutions to secure new business while expanding sales with existing clients.

Working mainly on your own leads, you will build trust, consult with customers, and drive results as part of a leading South African insurance company.