Commissioned Financial Adviser (pietermaritzburg/ Howick And Surrounds)
Mutual Fund
Pietermaritzburg, , South Africa
Consultative selling
Customer-focused
Identifying sales opportunities
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.
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 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
Identifying Sales Opportunities
Sales Data Management
Strengthening Customer Relationships
Nice-to-have
Building Trust
Customer Service
Oral Communications
Probing Questions
Strategic Selling
Collaborates
Communicates Effectively
Key Requirements
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent