Commissioned Financial Adviser

Mutual Fund

Thohoyandou, South Africa
Consultative selling
Customer-focused
Direct selling
The role is about championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice

Job Summary

  • The role is about championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
  • The position involves procuring 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 an entrepreneurial spirit.

Matching Summary

The role is about championing 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
  • Strategic Selling
  • Collaborates
  • Communicates Effectively
  • Drives Results
  • Ensures Accountability

Key Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Work mainly on own leads
  • Appointment from designated group in line with Employment Equity Plan

Work Rights

Not specified

Tailored Resume

Cover Letter