Entrepreneurial Financial Advisor — Grow Client Wealth

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa in Cape Town seeks self-motivated sales professionals to champion our customers' lifetime goals by identifying financial needs and delivering fit-for-purpose plans.

You will focus on acquiring new business, expanding product sales with existing clients, and managing work primarily from your own leads. A Matric/Grade 12 with RE5, CPD, and a valid driver’s license is required, plus a reliable vehicle and clean criminal record.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) is required.
• 2 years financial industry experience is preferred.
• RE5 regulatory examination is required.
• Class of business/CPD points are required.
• A valid Driver's License is required.
• Have your own vehicle or access to a vehicle for work purposes.
• Criminal clearance is required.

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

Strategic Selling

Strengthening Customer Relationships

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF 4 / Grade 12 or equivalent

Regulatory Examination / RE5

Class of business / CPD points

Driver's License

Own vehicle or access to vehicle

Criminal clearance

Tools

Sales Software

Job description

Old Mutual South Africa in Cape Town seeks self-motivated sales professionals to champion our customers' lifetime goals by identifying financial needs and delivering fit-for-purpose plans.

You will focus on acquiring new business, expanding product sales with existing clients, and managing work primarily from your own leads. A Matric/Grade 12 with RE5, CPD, and a valid driver’s license is required, plus a reliable vehicle and clean criminal record.