Commissioned Financial Adviser

Mutual Fund

Giyani, , South Africa
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 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
  • Direct Selling
  • Identifying Sales Opportunities
  • Sales Data Management
  • Strengthening Customer Relationships

Nice-to-have

  • Building Trust
  • Customer Service
  • Customer Understanding
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Software
  • Strategic Selling

Key Requirements

  • NQF Level 5 or equivalent qualification
  • Appointment from designated group per Employment Equity Plan

Work Rights

Appointment from designated group in line with Employment Equity Plan

Tailored Resume

Cover Letter