Aspiring Financial Adviser

Old Mutual; Alberton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance company in Canada is seeking a self-motivated Financial Adviser to help customers achieve their lifetime goals through personalized financial planning. Ideal candidates will possess strong consultative selling skills and a commitment to customer service. Join a dynamic environment and make a difference in people's financial futures.

Responsibilities

• Champion valued customers to identify financial needs and provide sound financial advice.
• Implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

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

Education

Matriculation Certificate

Job description

Overview

Let\'s Write Africa\'s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Adviser

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.

Responsibilities

• Champion valued customers to identify their financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions that help them achieve their lifetime goals.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• 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
• Decision Quality
• Ensures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

30 August 2025, 23:59