Aspiring Financial Adviser : Build Trust, Shape Futures

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

Job summary

A leading insurance firm is looking for a self-motivated Financial Advisor to assist customers in achieving their financial goals. The role involves identifying financial needs, providing expert advice, and crafting personalized financial solutions. Candidates should possess an entrepreneurial spirit and at least an NQF Level 5 qualification. This position focuses on building trust and delivering exceptional customer service in a dynamic environment. Interested applicants should apply by December 30.

Qualifications

• Must have an entrepreneurial spirit.
• At least an NQF Level 5 qualification is required.
• Strong emphasis on customer service skills.

Responsibilities

• Help customers achieve their lifetime financial goals.
• Identify financial needs and provide expert advice.
• Design tailored financial solutions.

Skills

Entrepreneurial spirit

Customer service

Financial advice

Education

NQF Level 5 qualification

Job description

A leading insurance firm is seeking a self-motivated Financial Advisor to help customers achieve their lifetime financial goals.

This involves identifying their financial needs, providing expert advice, and designing tailored financial solutions.

Ideal candidates should have an entrepreneurial spirit and at least an NQF Level 5 qualification.

This role emphasizes building trust and effective customer service in a dynamic environment.

Closing date for applications is December 30, .