Commissioned Financial Adviser – Kroonstad
- Company: Old Mutual
- Position: Commissioned Financial Adviser
- Location: Kroonstad, Free State
- Job Reference: JR-83133
- Employment Type: Commission-based
- Closing Date: Not provided in the information supplied
Job Overview
Old Mutual is looking for a Commissioned Financial Adviser to join its Kroonstad team. The role involves providing financial advice to clients, developing relationships, identifying financial needs and recommending appropriate solutions.
Key Responsibilities
- Build and maintain strong relationships with new and existing clients.
- Identify clients’ financial needs and provide appropriate advice.
- Promote and sell suitable financial products and solutions.
- Develop and maintain a client portfolio.
- Generate new business and identify sales opportunities.
- Conduct client consultations and financial needs analyses.
- Provide ongoing service and support to clients.
- Meet agreed sales and business-development targets.
- Maintain accurate client records and comply with relevant policies and regulations.
- Keep up to date with financial products, industry developments and regulatory requirements.
Ideal Candidate
The role would suit someone who is:
- Customer-focused and relationship-driven.
- Confident in sales and business development.
- Strong in communication and interpersonal skills.
- Target-driven and self-motivated.
- Able to work independently.
- Comfortable working on a commission-based remuneration structure.
- Interested in developing a career in financial services.