Dynamic Commissioned Financial Advisor

Old Mutual Limited; Richards Bay, Empangeni, uMhlathuze Local Municipality; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual Limited seeks a Commissioned Financial Adviser to serve Richards Bay, Empangeni, Esikhawini and surrounds. You will champion customers’ lifetime goals by identifying financial needs and recommending fit-for-purpose plans. The role drives new business and expands sales with existing customers, primarily from your own leads.

The position emphasizes building trust, consultative selling, and strong customer relationships, with a dynamic entrepreneurial spirit in a leading African insurer.

Qualifications

• Role focuses on championing our valued customers to identify their financial needs and provide sound financial advice.
• Procurement of new business; expand sales with existing customers; work mainly on own leads.

Responsibilities

• Provide financial advice to help customers achieve lifelong goals.
• Identify financial needs and recommend fit-for-purpose financial plans and solutions.
• Procure new business and expand sales with existing customers.
• Work mainly on own leads and build trusted customer relationships.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Relationship Building

Education

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

Job description

Old Mutual Limited seeks a Commissioned Financial Adviser to serve Richards Bay, Empangeni, Esikhawini and surrounds. You will champion customers’ lifetime goals by identifying financial needs and recommending fit-for-purpose plans. The role drives new business and expands sales with existing customers, primarily from your own leads.

The position emphasizes building trust, consultative selling, and strong customer relationships, with a dynamic entrepreneurial spirit in a leading African insurer.