Entrepreneurial Financial Adviser (Own Leads)

Old Mutual; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Cape Town is seeking self-motivated individuals with a passionate entrepreneurial spirit to join their team. The role involves championing customers' financial goals by providing sound financial advice and developing tailored financial plans. Candidates should have a Senior Certificate and 24 months of financial industry experience. The position also requires a valid driver's license and the ability to procure new business.

Qualifications

• 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points.
• A valid Driver's License.
• Have your own vehicle or access to a vehicle for work purpose.
• Criminal clear.

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

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

A leading insurance company in Cape Town is seeking self-motivated individuals with a passionate entrepreneurial spirit to join their team. The role involves championing customers' financial goals by providing sound financial advice and developing tailored financial plans. Candidates should have a Senior Certificate and 24 months of financial industry experience. The position also requires a valid driver's license and the ability to procure new business.