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Commissioned Financial Adviser – Three Rivers/Vereeniging

Old Mutual · Vereeniging

🇬🇧 English
Sales Software

Job description

About the role

Old Mutual is seeking a Commissioned Financial Adviser to join its Three Rivers/Vereeniging team. The adviser will help customers achieve their long‑term financial goals by assessing needs, providing sound advice and delivering tailored financial plans.

Key responsibilities

  • Identify and procure new business opportunities through personal leads.
  • Expand sales of Old Mutual’s insurance and financial products to existing customers.
  • Deliver consultative, customer‑focused advice and implement “fit for purpose” solutions.
  • Maintain accurate sales data and use sales software to track prospects.

Required profile

  • Self‑motivated, dynamic individual with an entrepreneurial spirit.
  • Education: NQF Level 5 – Higher, Advanced or Occupational Certificate (or equivalent).
  • Ability to work independently and build strong customer relationships.
  • Willingness to comply with Old Mutual’s Employment Equity Plan.

Required skills

  • Proficiency with sales software for managing leads and opportunities.

Questions fréquentes

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Published 1 month ago

Expires 1 week from now

51 views · 0 interested

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Old Mutual

Vereeniging