Company logo
Old Mutual Limited: Commissioned Financial Adviser
Industries: Asset Management, Financial Services, Investments, Savings
Cape Town, Western Cape, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on building trust and strengthening relationships with clients through a consultative selling approach. The ideal candidate will effectively identify sales opportunities while managing sales data proficiently, ensuring a customer-focused service that meets client needs and expectations.
Desired Expertise or Qualifications
  • Class of Business/CPD points
  • Regulatory Examination/RE5
  • Senior Certificate (Matric)
  • Valid driver's license
Benefits
  • Benefits not provided
Candyees
Company logo
Old Mutual Limited: Commissioned Financial Adviser
Industries: Asset Management, Financial Services, Investments, Savings
Cape Town, Western Cape, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on building trust and strengthening relationships with clients through a consultative selling approach. The ideal candidate will effectively identify sales opportunities while managing sales data proficiently, ensuring a customer-focused service that meets client needs and expectations.
Desired Expertise or Qualifications
  • Class of Business/CPD points
  • Regulatory Examination/RE5
  • Senior Certificate (Matric)
  • Valid driver's license
Benefits
  • Benefits not provided
BETA: 1.0.5.2 |
BL: 1.0.5.3