Growth-Focused Financial Adviser (Commissioned)

Old Mutual Limited; Knysna; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Knysna invites talented individuals to join our team as financial advisers, helping clients identify needs and build tailored financial plans.

You will prospect, secure new business, and grow sales with existing customers, working mainly on your own leads. Requirements include Grade 12, RE5, CPD, a valid driver’s license, and access to a vehicle; criminal clear.

We value entrepreneurial spirit and commitment to clients as we expand across key market segments in Africa.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) required.
• 24 months' financial industry experience.
• Regulatory Examination/RE5 Class of business/CPD points.
• Valid Driver's License and own vehicle or access to one.
• Criminal clear.

Responsibilities

• Procure new business; expand sales 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 4 - Grade 12, School leaving Certificate

Job description

Old Mutual Limited in Knysna invites talented individuals to join our team as financial advisers, helping clients identify needs and build tailored financial plans.

You will prospect, secure new business, and grow sales with existing customers, working mainly on your own leads. Requirements include Grade 12, RE5, CPD, a valid driver’s license, and access to a vehicle; criminal clear.

We value entrepreneurial spirit and commitment to clients as we expand across key market segments in Africa.