Aspiring Financial Adviser - Build Trust & Impact

oldmutual; Upington; Sur place; ZAR 300 000 - 520 000; Plein temps

Résumé du poste

Old Mutual invites self-driven individuals to become Financial Advisers in South Africa. You will champion customers to reach their lifetime goals by identifying financial needs and delivering tailored, fit-for-purpose plans.

As a leading insurance company, you will utilise consultative selling, strength of customer service, and proactive relationship-building to support clients and unlock opportunities across a diverse client base.

Qualifications

• Education: NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
• We seek self-motivated individuals with an entrepreneurial spirit to join Old Mutual South Africa.
• Role focuses on identifying financial needs and delivering fit-for-purpose financial plans.

Responsabilités

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Connaissances

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

Formation

NQF Level 4

Description du poste

Old Mutual invites self-driven individuals to become Financial Advisers in South Africa. You will champion customers to reach their lifetime goals by identifying financial needs and delivering tailored, fit-for-purpose plans.

As a leading insurance company, you will utilise consultative selling, strength of customer service, and proactive relationship-building to support clients and unlock opportunities across a diverse client base.