Commissioned Financial Advisor - Growth & Client Impact

Old Mutual Limited; South Africa; Remote; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited in Mthatha and surrounding areas is seeking a commissioned financial adviser who will identify clients' financial needs, provide sound financial advice, and implement fit-for-purpose financial plans. You will focus on procuring new business and expanding sales with existing customers, working primarily from your own leads to build lasting relationships.

The role requires self-motivation, a customer-focused approach and strong consultative selling skills to help clients achieve

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Role focuses on championing customers to meet lifetime goals through financial planning and advice.
• Procurement of new business and expansion of sales with existing clients.

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 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited in Mthatha and surrounding areas is seeking a commissioned financial adviser who will identify clients' financial needs, provide sound financial advice, and implement fit-for-purpose financial plans. You will focus on procuring new business and expanding sales with existing customers, working primarily from your own leads to build lasting relationships.

The role requires self-motivation, a customer-focused approach and strong consultative selling skills to help clients achieve