Aspiring Financial Adviser: Build Client-Centric Wealth

Old Mutual; Howick; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa seeks self-motivated individuals to join as Financial Advisers. This role involves identifying financial needs and recommending tailored solutions to help customers achieve their goals. Candidates should have a Matric certificate and demonstrate strong customer service and consultative selling skills. The appointment will align with the company's Employment Equity Plan.

Responsibilities

• Championing customers to achieve their lifetime goals by identifying their financial needs.
• Providing sound financial advice and recommending fit for purpose financial plans.
• Implementing financial solutions tailored to customer needs.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in South Africa seeks self-motivated individuals to join as Financial Advisers. This role involves identifying financial needs and recommending tailored solutions to help customers achieve their goals. Candidates should have a Matric certificate and demonstrate strong customer service and consultative selling skills. The appointment will align with the company's Employment Equity Plan.