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Old MutualPosted 3 weeks ago

Commissioned Financial Adviser

On-siteKlerksdorp, North West, South Africa or Potchefstroom, North West, South Africa

Full TimeEnterpriseFINANCE

Job Summary

Identify client financial needs, recommend and implement fit-for-purpose financial plans, and procure new business by expanding sales of products and services with existing customers. Work primarily on own leads to champion valued customers in achieving their lifetime goals while building trust and strengthening relationships through consultative selling and probing questions. Manage sales data and utilize sales software to drive results and ensure accountability across the portfolio.

Required Qualifications

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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