Entrepreneurial Financial Adviser | Self-Generated Leads

Old Mutual Limited; Cape Town; On-site; ZAR 350,000 - 480,000; Full time

Job summary

Old Mutual Limited in Cape Town seeks a Commissioned Financial Adviser to identify financial needs, provide sound advice, and implement fit-for-purpose plans. You will focus on new business while expanding opportunities with current clients and working primarily from your own leads.

The role requires Matric, RE5, 24 months in financial services, a valid driver’s license, and a clear criminal record. Own vehicle or access to a vehicle is preferred for field work.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4)
• 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

• 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

Identifying Sales Opportunities

Direct Selling

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matric / Grade 12 / NQF 4

RE5 Regulatory Examination

Driver's License

Tools

Sales Software

Job description

Old Mutual Limited in Cape Town seeks a Commissioned Financial Adviser to identify financial needs, provide sound advice, and implement fit-for-purpose plans. You will focus on new business while expanding opportunities with current clients and working primarily from your own leads.

The role requires Matric, RE5, 24 months in financial services, a valid driver’s license, and a clear criminal record. Own vehicle or access to a vehicle is preferred for field work.