Commissioned Financial Advisor: Growth & Impact

Old Mutual Limited; Potchefstroom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Potchefstroom is seeking a commissioned Financial Adviser to champion customers’ financial goals by identifying needs and providing suitable plans. The role focuses on procuring new business and expanding sales with existing customers, with work primarily on own leads.

The position targets self-motivated professionals with an entrepreneurial spirit, ready to contribute to Africa’s leading insurer and its client-focused approach.

Qualifications

• Self-motivated and dynamic individual with an entrepreneurial spirit.
• Proven ability to identify financial needs and advise accordingly.
• Experience in selling financial plans and solutions.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose financial plans.
• Procure new business; expand sales 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 (Required)

Job description

Old Mutual Limited in Potchefstroom is seeking a commissioned Financial Adviser to champion customers’ financial goals by identifying needs and providing suitable plans. The role focuses on procuring new business and expanding sales with existing customers, with work primarily on own leads.

The position targets self-motivated professionals with an entrepreneurial spirit, ready to contribute to Africa’s leading insurer and its client-focused approach.