Ambitious Financial Advisor - Help Clients Reach Goals

Old Mutual Limited; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Durban is seeking aspiring Financial Advisors to champion clients in achieving lifetime goals. You will identify financial needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role emphasizes consultative selling, trust-building, and strong customer relationships. Self-motivated individuals with an entrepreneurial spirit are encouraged to apply for this opportunity with one of Africa’s leading insurance companies.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Role focuses on identifying client financial needs and advising.
• Provide fit-for-purpose financial plans and solutions.

Responsibilities

• Champion clients to achieve lifetime financial goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement tailor-made financial plans.
• Build trust and maintain customer relationships.

Skills

Trust building

Consultative selling

Customer feedback

Customer focus

Direct selling

Sales opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Customer relationships

Education

NQF Level 4 or equivalent

Job description

Old Mutual Limited in Durban is seeking aspiring Financial Advisors to champion clients in achieving lifetime goals. You will identify financial needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role emphasizes consultative selling, trust-building, and strong customer relationships. Self-motivated individuals with an entrepreneurial spirit are encouraged to apply for this opportunity with one of Africa’s leading insurance companies.