Commissioned Financial Adviser

Mutual Fund

Mossel Bay, , South Africa
Financial needs identification
Consultative selling skills
Customer relationship management
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 committed to employment equity and reflects a diverse talent pool aligned with the African opportunity.

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

  • Financial needs identification
  • Consultative selling skills
  • Customer relationship management
  • Direct selling experience
  • Sales data management
  • Use of sales software
  • Own vehicle for work purposes

Nice-to-have

  • Building trust with clients
  • Collaborative teamwork
  • Effective communication
  • Action oriented
  • Strategic selling
  • Customer focused mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter