Aspiring Financial Adviser

oldmutual; Knysna; Presencial; ZAR 300.000 - 480.000; Jornada completa

Descripción de la vacante

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in Knysna. You will champion customers to achieve lifetime goals by identifying financial needs, providing sound advice, and recommending fit-for-purpose plans and solutions.

The role emphasizes building trust, consultative selling, and strengthening customer relationships, with Matric required. Appointment aligns with the Employment Equity Plan of Old Mutual South Africa.

Formación

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trusted relationships and drive consultative selling.

Responsabilidades

• Champion customers to achieve lifetime goals by understanding needs.
• Engage in direct selling and identify sales opportunities.
• Maintain customer focus with effective communication and follow-ups.

Conocimientos

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

Educación

Matric

Descripción del empleo

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

19 October 2026 , 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!