Aspiring Financial Adviser - Build Plans & Grow Practice

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking aspiring financial advisers in Fish Hoek, Cape Town. The role focuses on championing customers to identify their financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Candidates should be self-motivated and entrepreneurial, with strong consultative selling and customer service skills. As part of one of Africa's leading insurance companies, you will build trusted client relationships, identify sales opportunities, and

Qualifications

• Matriculation required.
• Self-motivated and dynamic individuals with an entrepreneurial spirit.

Responsibilities

• Identify financial needs of customers and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trust and strengthen relationships with clients through ongoing service and support.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited is seeking aspiring financial advisers in Fish Hoek, Cape Town. The role focuses on championing customers to identify their financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Candidates should be self-motivated and entrepreneurial, with strong consultative selling and customer service skills. As part of one of Africa's leading insurance companies, you will build trusted client relationships, identify sales opportunities, and