Commissioned Financial Adviser (richards Bay/ Empangeni/ Esikhawini And Surrounds)
Mutual Fund
Richards Bay, , South Africa
Building trust
Consultative selling
Customer-focused
The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice
Job Summary
The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
Responsibilities include recommending and implementing fit for purpose financial plans and solutions, procuring new business, and expanding sales 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 to join their team.
Matching Summary
The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
Skills & Requirements
Must-have
Building Trust
Consultative Selling
Customer-Focused
Direct Selling
Identifying Sales Opportunities
Sales Data Management
Strengthening Customer Relationships
Nice-to-have
Customer Service
Customer Understanding
Oral Communications
Probing Questions
Qualifying Prospects
Sales Software
Strategic Selling
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Key Requirements
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent