Commissioned Financial Adviser

Mutual Fund

Hermanus, , ZA
Consultative selling
Customer-focused
Direct selling
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice

Job Summary

  • The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
  • The position involves recommending and implementing fit for purpose financial plans and solutions while expanding sales of products and services with existing customers.
  • Old Mutual is a firm believer in the African opportunity and values self-motivated and dynamic individuals with an entrepreneurial spirit.

Matching Summary

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.

Skills & Requirements

Must-have

  • Consultative Selling
  • Customer-Focused
  • Direct Selling
  • Sales Data Management
  • Strengthening Customer Relationships

Nice-to-have

  • Building Trust
  • Customer Understanding
  • Probing Questions
  • Strategic Selling
  • Communicates Effectively
  • Collaborates
  • Drives Results

Key Requirements

  • Senior Certificate (Matric / Grade 12 / NQF 4)
  • 24 months financial industry experience
  • Regulatory Examination/RE5
  • Valid Driver's License
  • Own vehicle or access to vehicle
  • Criminal clearance

Work Rights

Not specified

Tailored Resume

Cover Letter