Commissioned Financial Adviser

Mutual Fund

Port Elizabeth, , South Africa
Consultative selling
Customer-focused service
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.
  • Responsibilities include procuring new business and expanding sales of products and services with existing customers, mainly working on own leads.
  • Old Mutual is a firm believer in the African opportunity and seeks self-motivated and dynamic individuals with a passionate 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 Service
  • Direct Selling
  • Sales Data Management
  • Strategic Selling
  • Building Trust
  • Strengthening Customer Relationships

Nice-to-have

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability

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
  • Criminal clearance

Work Rights

Not specified

Tailored Resume

Cover Letter