Commissioned Financial Adviser

About this role

Old Mutual, one of Africa’s leading insurance companies, is looking for a Financial Adviser in Pretoria. The job is to help customers reach their lifetime goals through sound financial advice and plans that suit their needs.

What you’ll do

• Find out what each customer needs financially and explain what options fit them.
• Recommend and set up financial plans and products that match each customer’s situation.
• Win new business by working mainly from your own leads.
• Grow the products and services you sell to existing customers.
• Build trust and long-term relationships with clients.
• Keep accurate sales records and use the sales software the company provides.

What you need

• NQF Level 5 qualification (higher certificate, advanced certificate or occupational certificate), or an equivalent.
• Strong sales skills, including asking good questions and qualifying prospects.
• Good spoken communication and customer service skills.
• Ability to manage your own sales pipeline and work with little supervision.
• A self-motivated, entrepreneurial attitude and a drive to get results.
• Ability to work well with colleagues and other stakeholders.

Is this job for you?

This role suits people who enjoy talking to customers and selling. You should be self-driven, comfortable finding your own leads, and happy to be paid on commission. If you like building your own client base, this could be a good fit.

Tips before you apply

• Have your NQF Level 5 certificate or proof of an equivalent qualification ready to upload.
• On your CV, give clear examples of sales results, such as targets you met or new clients you brought in.
• Show how you find and follow up on your own leads, since the job relies on this.

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