Commissioned Financial Advisor — Growth & Client Planning

Old Mutual; Durban; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual in Durban is seeking a commissioned Financial Adviser to guide clients toward their lifetime financial goals by identifying needs, offering sound advice, and recommending tailored plans. You will focus on securing new business and expanding sales with existing clients, typically working from your own leads.

In this role you will build trust, apply consultative selling, and foster lasting customer relationships while navigating a compliant, client-centric environment.

Formación

• Experience in financial advisory and client needs analysis.
• Proven ability to identify and close new business opportunities.
• Strong interpersonal and communication skills.

Responsabilidades

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Conocimientos

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Educación

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

Descripción del empleo

Old Mutual in Durban is seeking a commissioned Financial Adviser to guide clients toward their lifetime financial goals by identifying needs, offering sound advice, and recommending tailored plans. You will focus on securing new business and expanding sales with existing clients, typically working from your own leads.

In this role you will build trust, apply consultative selling, and foster lasting customer relationships while navigating a compliant, client-centric environment.