Commissioned Financial Adviser – Pietermaritzburg & Surrounds
Old Mutual · Pietermaritzburg
Job description
About the role
The Commissioned Financial Adviser will champion Old Mutual’s customers in Pietermaritzburg and surrounding areas, helping them achieve their long‑term financial goals. The role involves identifying client needs, delivering sound advice and designing fit‑for‑purpose financial plans and solutions.
Key responsibilities
- Identify customers’ financial needs through consultative discussions.
- Provide tailored financial advice and recommend appropriate products.
- Design and implement fit‑for‑purpose financial plans.
- Procure new business and expand sales of existing products and services.
- Manage and follow up on self‑generated leads.
Required profile
- Self‑motivated, dynamic individual with an entrepreneurial spirit.
- Strong customer‑focused mindset and ability to build trust.
- Action‑oriented with a proven track record of achieving results.
- Excellent communication and relationship‑building skills.
- Ability to work independently and manage a personal sales pipeline.
Required skills
- Consultative selling techniques.
- Customer relationship management.
- Use of sales software and data management tools.
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Published 1 month ago
Expires 4 days from now
46 views · 0 interested
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Old Mutual
Pietermaritzburg
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