Aspiring Financial Adviser: Build Financial Futures

Old Mutual South Africa; Vredenburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company is seeking dynamic and self-motivated individuals for the role of Financial Adviser. The ideal candidates should possess an entrepreneurial spirit and a passion for customer service. Responsibilities include guiding customers to achieve financial success through tailored financial advice and plans. Applicants must have a Matriculation Certificate and a strong focus on building customer relationships. This role offers an exciting opportunity to thrive in a supportive environment in Vredenburg, Western Cape.

Responsibilities

• Champion valued customers to achieve their financial goals.
• Identify customers' financial needs and provide sound advice.
• Recommend and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Software

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company is seeking dynamic and self-motivated individuals for the role of Financial Adviser. The ideal candidates should possess an entrepreneurial spirit and a passion for customer service. Responsibilities include guiding customers to achieve financial success through tailored financial advice and plans. Applicants must have a Matriculation Certificate and a strong focus on building customer relationships. This role offers an exciting opportunity to thrive in a supportive environment in Vredenburg, Western Cape.