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Old Mutual Limited

Commissioned Financial Adviser

Asset Management, Financial Services, Investments, Savings
Market RelatedFull TimeOn SiteGqeberha, Eastern Cape, South Africa
Description
Let's Write Africa's Story Together! We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing \"fit for purpose\" financial plans and solutions. • Responsible for the procurement of new business • Expand sales of products and services with existing customers • Work mainly on own leads Qualifications and Experience: • Senior Certificate (Matric / Grade 12/ NQF 4) • 24 months' financial industry experience. • Regulatory Examination/RE5 • Class of Business/CPD points • A valid driver's license • Have your own vehicle or access to a vehicle for work purpose • Criminal clear Skills: • Building Trust • Consultative Selling • Customer-Focused • Customer Service • Customer Understanding • Direct Selling • Identifying Sales Opportunities • Oral Communications • Probing Questions • Qualifying Prospects • Sales Data Management • Sales Software • Strategic Selling • Strengthening Customer Relationships Competencies: • Action Oriented • Balances Stakeholders • Builds Networks • Collaborates • Communicates Effectively • Customer Focus • Drives Results • Ensures Accountability Education: NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!
Desired Expertise & Qualifications
Class of Business/CPD pointsRegulatory Examination/RE5Senior Certificate (Matric)Valid driver's license
Benefits
Benefits not provided
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