Aspiring Financial Advisor – Build Trusted Client Relationships

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 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.