Commissioned Financial Advisor: Grow Sales & Trust

Old Mutual Limited; uMnambithi; Sur place; ZAR 320 000 - 520 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking a Commissioned Financial Adviser to serve Ladysmith, Bergville, Dundee, Glencoe and Nqutu. You will identify clients' financial needs, offer sound financial advice, and implement fit-for-purpose plans to help clients achieve lifetime goals.

You will procure new business, expand sales with existing customers, and work mostly on your own leads to grow the advisory book. A proactive, customer-focused mindset is essential for success.

Qualifications

• Identify client financial needs and propose plans.
• Procure new business and expand sales.
• Work mainly on own leads.

Responsabilités

• Procure new business and expand sales with existing customers.
• Advise and implement financial plans to meet clients' lifetime goals.
• Work primarily from own leads and build relationships.

Connaissances

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

Formation

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Description du poste

Old Mutual Limited is seeking a Commissioned Financial Adviser to serve Ladysmith, Bergville, Dundee, Glencoe and Nqutu. You will identify clients' financial needs, offer sound financial advice, and implement fit-for-purpose plans to help clients achieve lifetime goals.

You will procure new business, expand sales with existing customers, and work mostly on your own leads to grow the advisory book. A proactive, customer-focused mindset is essential for success.