Commissioned Financial Advisor: Grow Trusted Client Impact

Old Mutual Limited; Umhlanga Rocks, Phoenix, Verulam, KwaMashu; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual Limited is hiring a Commissioned Financial Adviser to service clients in Umhlanga, La Lucia, Phoenix, Verulam and surrounding areas. You will identify financial needs, advise on suitable plans and implement solutions to help clients achieve lifetime goals.

The role focuses on building trust with customers, expanding sales to existing clients and sourcing new business through own leads, while delivering sound financial guidance and exceptional service.

Qualifications

• NQF Level 5 or higher certification or equivalent.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Education

NQF Level 5 or higher

Job description

Old Mutual Limited is hiring a Commissioned Financial Adviser to service clients in Umhlanga, La Lucia, Phoenix, Verulam and surrounding areas. You will identify financial needs, advise on suitable plans and implement solutions to help clients achieve lifetime goals.

The role focuses on building trust with customers, expanding sales to existing clients and sourcing new business through own leads, while delivering sound financial guidance and exceptional service.