Independent Financial Adviser with Own Leads

Old Mutual Limited; Knysna; Presencial; ZAR 240.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Knysna is seeking a driven Commissioned Financial Adviser to identify financial needs, provide sound advice, and implement fit-for-purpose plans. You will mainly work from your own leads to acquire new business and grow existing relationships.

The role requires a matric or higher, RE5, and 2 years in financial services, plus a valid driver’s licence and access to a vehicle. A criminal clear and registration with the relevant bodies are essential.

Formación

• Senior Certificate/Grade 12 or NQF 4 equivalent required.
• Minimum 24 months' financial industry experience.
• RE5 regulatory exam required.
• Class of business/CPD points.
• Valid Driver's Licence required.
• Own vehicle or access to a vehicle for work.

Responsabilidades

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Conocimientos

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Educación

Grade 12 / NQF 4

Descripción del empleo

Old Mutual Limited in Knysna is seeking a driven Commissioned Financial Adviser to identify financial needs, provide sound advice, and implement fit-for-purpose plans. You will mainly work from your own leads to acquire new business and grow existing relationships.

The role requires a matric or higher, RE5, and 2 years in financial services, plus a valid driver’s licence and access to a vehicle. A criminal clear and registration with the relevant bodies are essential.