Commissioned Financial Adviser

Mutual Fund

East London, , South Africa
Financial needs identification
Consultative selling skills
Customer relationship management
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions

Job Summary

  • The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions.
  • Responsible for the procurement of new business and expanding sales of products and services with existing customers.
  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Matching Summary

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions.

Skills & Requirements

Must-have

  • Financial needs identification
  • Consultative selling skills
  • Customer relationship management
  • Direct selling experience
  • Sales data management
  • Use of sales software

Nice-to-have

  • Building trust with customers
  • Strategic selling abilities
  • Collaborative teamwork
  • Effective communication
  • Action oriented
  • Customer focused

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter