Commissioned Financial Adviser

About this role

Old Mutual, one of Africa’s leading insurance companies, is hiring a Commissioned Financial Adviser to serve clients in Upington and Groblershoop. The job is about helping customers reach their long-term financial goals through sound advice and practical plans.

What you’ll do

• Find out what each customer needs by looking at their full financial position.
• Recommend financial plans and products that fit each customer’s situation.
• Put agreed plans and solutions into action with the customer.
• Win new business by finding and following up your own leads.
• Grow sales of products and services to your existing customers.
• Keep sales records and customer information up to date in the sales software.

What you need

• NQF Level 5 qualification (higher, advanced or occupational certificate) or an equivalent.
• Strong sales and prospecting skills, including building trust and selling in a consultative way.
• Good oral communication and the ability to ask probing questions.
• Comfort working with sales software and managing sales data.
• A self-motivated, entrepreneurial attitude and the drive to work mostly on your own leads.
• Strong customer focus and the ability to build networks and strengthen relationships.

Is this job for you?

This role suits someone who enjoys working on their own initiative and meeting new people. If you like setting your own targets and being paid on the results you deliver, this could be a good fit.

Tips before you apply

• Have your NQF Level 5 certificate or statement of results ready to upload.
• Show sales results on your CV, such as targets met, new clients won or growth in an existing book.
• Give examples of how you found your own leads and followed up with customers.

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