Aspiring Financial Adviser (Bellville)

oldmutual; Cape Town; In loco; ZAR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

Old Mutual South Africa is seeking self-motivated and dynamic individuals to become Financial Advisers, championing customers to achieve their lifetime goals by identifying needs and offering suitable plans and solutions.

You will build trust through consultative selling, deliver customer-focused financial guidance, and have opportunities to grow within one of Africa's leading insurance companies.

Competenze

• Matric required with good academic record.
• Self-motivated, dynamic, entrepreneurial mindset.
• Ability to identify client needs and provide advice.

Mansioni

• Identify financial needs of clients and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Champion customers to achieve lifetime financial goals.

Conoscenze

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Customer Relationships

Customer Understanding

Formazione

Matriculation Certificate

Descrizione del lavoro

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!