Commissioned Financial Adviser (ParkSquare)

oldmutual · Durban

New

🇬🇧 English

Sales software Sales data management

Job description

About the role

Old Mutual is looking for a self-motivated, dynamic person with an entrepreneurial spirit to join its ParkSquare team in Durban. The role champions customers' lifetime goals by identifying their financial needs, giving sound financial advice and recommending and implementing fit-for-purpose financial plans and solutions. It is based on working mainly on your own leads.

Key responsibilities

Procure new business
Expand sales of products and services with existing customers
Identify financial needs and provide sound financial advice
Recommend and implement fit-for-purpose financial plans and solutions

Required profile

NQF Level 5 qualification (Higher, Advanced or Occupational Certificate) or equivalent
Self-motivated, entrepreneurial and customer-focused

Required skills

Consultative selling and strategic selling
Direct selling and prospect qualification
Sales data management and sales software
Building trust and strengthening customer relationships

Questions fréquentes

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Source : ats:workday

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Published 2 hours ago

Expires 1 month from now

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oldmutual

Durban

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