Commissioned Financial Adviser

Mutual Fund

Malmesbury, , South Africa
Financial needs identification
Consultative selling skills
Customer relationship management
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this

Job Summary

  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
  • The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Matching Summary

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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
  • Customer-focused approach
  • Strategic selling
  • Effective oral communication
  • Probing and qualifying prospects
  • Strengthening customer relationships
  • Action oriented
  • Collaborates and builds networks
  • Ensures accountability

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter