Aspiring Financial Adviser (Bellville)

Old Mutual Limited; Cape Town; Vor Ort; ZAR 240.000 - 320.000; Vollzeit

Zusammenfassung

Old Mutual Limited is seeking an Aspiring Financial Adviser in Bellville to champion customers’ financial goals. You will identify client needs, provide sound financial advice, and tailor fit-for-purpose financial plans and solutions while building lasting relationships.

The role is ideal for self-motivated individuals with an entrepreneurial spirit, ready to start a career in insurance and financial services.

Qualifikationen

• Matric required; relevant financial advisory qualifications a plus.
• Self-motivated and dynamic individuals with entrepreneurial spirit.

Aufgaben

• Champion customers to identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build and strengthen customer relationships and trust through proactive service.

Kenntnisse

Building Trust

Consultative Selling

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Ausbildung

Matric

Jobbeschreibung

## Aspiring Financial Adviser (Bellville)Apply: Cape Town: Posted Today: JR-84003**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**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.***