Financial Adviser: Build Client Wealth & Plans

Old Mutual Limited; Pietermaritzburg; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited is seeking a motivated Commissioned Financial Adviser to service Pietermaritzburg, Estcourt and Howick clients. The role focuses on identifying financial needs, providing sound advice, and implementing fit-for-purpose plans to help clients achieve lifetime goals.

You will procure new business, expand sales with existing customers, and predominantly work on your own leads, contributing to a growing footprint in the South Africa market.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

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

Job description

Old Mutual Limited is seeking a motivated Commissioned Financial Adviser to service Pietermaritzburg, Estcourt and Howick clients. The role focuses on identifying financial needs, providing sound advice, and implementing fit-for-purpose plans to help clients achieve lifetime goals.

You will procure new business, expand sales with existing customers, and predominantly work on your own leads, contributing to a growing footprint in the South Africa market.