Aspiring Financial Adviser-1

Old Mutual; Limpopo; Vor Ort; ZAR 180.000 - 360.000; Vollzeit

Zusammenfassung

Old Mutual in South Africa seeks self-motivated individuals to become Financial Advisors, delivering sound financial advice and practical plans that help clients reach lifetime goals. Join Africa's leading insurer and build trusted relationships through consultative selling, customer focus and proactive identification of sales opportunities while balancing stakeholder needs.

The role emphasizes direct selling, building networks, and collaborating with teams to ensure client success and long-term

Qualifikationen

• NQF Level 4 - Grade 12 or equivalent.
• Self-motivated and entrepreneurial mindset.

Aufgaben

• Identify clients' financial needs and offer suitable plans.
• Provide sound financial advice and build lasting relationships.
• Champion customers to achieve lifetime goals.

Kenntnisse

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

Ausbildung

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

Jobbeschreibung

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

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

Action OrientedBalances StakeholdersBuilds  NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

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