Commissioned Financial Planner & Trusted Advisor

Old Mutual; Gauteng; On-site; ZAR 240,000 - 600,000; Full time

Job summary

Old Mutual in South Africa seeks a proactive Financial Adviser to identify client needs and craft fit-for-purpose financial plans. You will provide sound financial advice, procure new business, and expand sales within an existing client base, mainly working on your own leads.

Key strengths include building trust, consultative selling, and customer-focused communication. Aimed at driving results while balancing stakeholder relationships in a dynamic insurance environment.

Qualifications

• Educated to at least NQF Level 5 with relevant financial/advocacy qualifications.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Identifying Opportunities

Sales Data Management

Sales Software

Strategic Selling

Relationship Building

Education

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

Job description

Old Mutual in South Africa seeks a proactive Financial Adviser to identify client needs and craft fit-for-purpose financial plans. You will provide sound financial advice, procure new business, and expand sales within an existing client base, mainly working on your own leads.

Key strengths include building trust, consultative selling, and customer-focused communication. Aimed at driving results while balancing stakeholder relationships in a dynamic insurance environment.