Aspiring Financial Adviser: Build Trust & Impact

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

Job summary

A leading insurance company based in Welkom is seeking aspiring Financial Advisers to join their dynamic team. Candidates should be self-motivated individuals with a passion for helping clients identify their financial needs and achieve their lifetime goals. The role emphasizes building trust and providing sound financial advice. Successful applicants will possess a Matriculation Certificate and the skills to foster customer relationships and sales opportunities.

Qualifications

• Self-motivated and dynamic individual with an entrepreneurial spirit.
• Passion for championing customer financial needs and goals.
• Ability to provide sound financial advice and implement financial plans.

Responsibilities

• Identify customers' financial needs.
• Provide sound financial advice.
• Recommend and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Direct Selling

Sales Software

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company based in Welkom is seeking aspiring Financial Advisers to join their dynamic team. Candidates should be self-motivated individuals with a passion for helping clients identify their financial needs and achieve their lifetime goals. The role emphasizes building trust and providing sound financial advice. Successful applicants will possess a Matriculation Certificate and the skills to foster customer relationships and sales opportunities.