Financial Adviser: Shape Africa's Financial Futures

Old Mutual South Africa; Bethlehem (Northampton County); On-site; USD 11,000 - 22,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and offering tailored financial plans and solutions.

As an adviser, you will build trust, consult with clients, and provide ongoing service and advice, aiming to grow customer relationships and drive sustainable financial outcomes.

Qualifications

• NQF Level 4/Grade 12 or equivalent is required.
• Self-motivated and dynamic with an entrepreneurial spirit.
• Identify clients' financial needs and provide sound financial advice.

Responsibilities

• Champion valued customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Implement and monitor financial solutions for clients.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and offering tailored financial plans and solutions.

As an adviser, you will build trust, consult with clients, and provide ongoing service and advice, aiming to grow customer relationships and drive sustainable financial outcomes.