Aspiring Financial Adviser

Old Mutual South Africa

Vredenburg

On-site

ZAR 240,000 - 400,000

Full time

11 days ago

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Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers in the Western Cape region, including Vredenburg. You will help clients identify their financial goals and deliver advice and solutions tailored to their needs.

Responsibilities include consultative selling, building trust, and ongoing customer service to strengthen relationships and unlock life-time value for clients.

Qualifications

Self-motivated and dynamic individuals with an entrepreneurial spirit.
Focus on identifying financial needs and providing sound advice.
Ability to recommend and implement fit-for-purpose financial plans.

Responsibilities

Identify clients' financial needs and goals.
Provide sound financial advice and suitable solutions.
Develop and implement tailored financial plans.

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

Job description

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