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Old Mutual

Life insurance, asset management, and banking

Commissioned Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBoksburg, South AfricaNo salary listedIn-person

About the Job

Requirements

  • NQF Level 5 or higher, an Advanced or Occupational Certificate, or equivalent.
  • Ability to build trust and sell consultatively and directly.
  • Customer focus, customer service, and understanding customer needs.
  • Ability to identify sales opportunities, qualify prospects, and ask probing questions.
  • Ability to manage sales data and use sales software.
  • Ability to sell strategically and strengthen customer relationships.
  • Oral communication skills.

Responsibilities

  • Identify customers’ financial needs and provide sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions to help customers achieve their lifetime goals.
  • Procure new business.
  • Expand sales of products and services with existing customers.
  • Work mainly on own leads.

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1845

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