Aspiring Financial Adviser

Old Mutual South Africa; Johannesburg; Sur place; ZAR 180 000 - 360 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking self-motivated individuals to join its advisory team. As a Financial Adviser you will identify clients' financial needs, provide sound financial advice and tailor fit-for-purpose plans to help them achieve lifetime goals.

The role emphasizes building trust through consultative selling, identifying sales opportunities, and strengthening customer relationships. You will work with customers to understand their situation and offer personalised solutions.

Qualifications

• Identify clients' financial needs and advise on sound financial plans.
• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Build trust and consultative selling to drive customer outcomes.

Connaissances

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

Formation

Matriculation Certificate (Matric)

Description du poste

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.

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

27 February 2027 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!