Commissioned Financial Advisor - Growth & Impact

Old Mutual Limited; Vanderbijlpark; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking a dynamic Commissioned Financial Adviser for Vanderbijlpark/Sasolburg. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing tailored financial advice and implementing fit-for-purpose plans.

You will procure new business, expand sales with existing clients, and work mainly on your own leads. The ideal candidate is self-motivated with strong consultative selling and relationship-building skills.

Qualifications

• NQF Level 5 or higher required.
• Experience in financial services sales and advisory roles preferred.
• Ability to identify customer needs and match to financial solutions.

Responsibilities

• Procure new business by identifying opportunities and advising clients.
• Expand sales of products and services with existing customers.
• Work mainly on own leads to build a robust book of business.

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 is seeking a dynamic Commissioned Financial Adviser for Vanderbijlpark/Sasolburg. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing tailored financial advice and implementing fit-for-purpose plans.

You will procure new business, expand sales with existing clients, and work mainly on your own leads. The ideal candidate is self-motivated with strong consultative selling and relationship-building skills.