Aspiring Financial Adviser

Old Mutual; Worcester; On-site; GBP 30,000 - 60,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisors in the Worcester area. The role focuses on championing customers, identifying financial needs, and delivering fit-for-purpose financial plans and solutions.

You will build trust through consultative selling, understand customer needs, and provide sound financial advice aimed at helping clients achieve lifetime goals. The position emphasizes customer focus and accountability.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Ability to identify financial needs and recommend fit-for-purpose plans.
• Experience in delivering sound financial advice and building trusted client relationships.

Responsibilities

• Identify clients' financial goals and propose tailored financial plans.
• Provide consultative advice and implement solutions to meet lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Direct Selling

Strategic Selling

Building Networks

Collaborates

Customer Focus

Decision Quality

Job description

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

Aspires to be a Financial Advisor

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.

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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability