Dynamic Commissioned Financial Planner

Old Mutual Limited; Aliwal North; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited is seeking a Commissioned Financial Adviser to serve Aliwal North and nearby towns. You will assess clients' financial needs, offer sound guidance, and implement fit-for-purpose financial plans, while building trusted relationships through your own prospect leads.

This full-time opportunity emphasizes acquiring new business, expanding sales with existing clients, and delivering tailored financial solutions within the Eastern Cape region.

Qualifications

• NQF Level 5 qualification is required.
• Role focuses on new business procurement and expanding sales to existing customers.
• Must be self-motivated with entrepreneurial spirit and ability to work on own leads.

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-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)

Tools

CRM Software

Job description

Old Mutual Limited is seeking a Commissioned Financial Adviser to serve Aliwal North and nearby towns. You will assess clients' financial needs, offer sound guidance, and implement fit-for-purpose financial plans, while building trusted relationships through your own prospect leads.

This full-time opportunity emphasizes acquiring new business, expanding sales with existing clients, and delivering tailored financial solutions within the Eastern Cape region.