Entrepreneurial Commissioned Financial Adviser

Old Mutual; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual in Somerset West (Cape Town) seeks a Commissioned Financial Adviser to identify client needs and provide tailored financial plans. You will procure new business, expand sales with existing customers, and work primarily from your own leads.

Requirements include Grade 12, RE5, CPD, 24 months in financial services, a valid driver’s license, and access to a vehicle; criminal clearance is essential.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4) is required.
• At least 24 months' financial industry experience.
• Regulatory Examination (RE5) completed.
• Class of business/CPD points applicable to advisers.
• A valid driver's license and own vehicle or access to one.
• Criminal clearance is required.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Building Trust

Customer Service

Education

Grade 12 / NQF4

RE5 Regulatory Exam

CPD Points/Certs

Tools

Driver's Licence

Vehicle / Access to vehicle

Job description

Old Mutual in Somerset West (Cape Town) seeks a Commissioned Financial Adviser to identify client needs and provide tailored financial plans. You will procure new business, expand sales with existing customers, and work primarily from your own leads.

Requirements include Grade 12, RE5, CPD, 24 months in financial services, a valid driver’s license, and access to a vehicle; criminal clearance is essential.