Entrepreneurial Financial Adviser (Commission-Based)

Old Mutual Limited; De Aar; On-site; ZAR 150,000 - 350,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated and dynamic individuals to champion customer financial goals, providing sound financial plans and advisory services. The role focuses on procuring new business, expanding sales with existing clients, and working primarily on personal leads within Africa’s leading insurance company.

Ideal candidates should have NQF Level 5 or equivalent, with a drive to build trust, consultative selling skills, and strong customer focus.

Qualifications

• Must identify customers' financial needs and provide sound financial advice.
• Proactively procure new business and expand sales with existing customers.
• Work primarily on own leads and build a book of clients.

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)

Job description

Old Mutual Limited is seeking self-motivated and dynamic individuals to champion customer financial goals, providing sound financial plans and advisory services. The role focuses on procuring new business, expanding sales with existing clients, and working primarily on personal leads within Africa’s leading insurance company.

Ideal candidates should have NQF Level 5 or equivalent, with a drive to build trust, consultative selling skills, and strong customer focus.