Aspiring Financial Adviser: Build Trusted Client Impact

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. The role focuses on identifying clients' financial needs, offering sound advice, and implementing suitable financial plans to help customers achieve lifetime goals.

Qualifying candidates will have an NQF Level 4 or Grade 12 with related certificates. The opportunity emphasizes building trust, consultative selling, and strong customer relationships within a leading insurer

Qualifications

• NQF Level 4 - Grade 12 or equivalent.
• National or Occupational Certificate or equivalent (Required).
• Aspiring Financial Advisers with entrepreneurial mindset.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Identify opportunities and implement financial solutions for clients.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 4

Grade 12

National Certificate

Job description

Old Mutual Limited is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. The role focuses on identifying clients' financial needs, offering sound advice, and implementing suitable financial plans to help customers achieve lifetime goals.

Qualifying candidates will have an NQF Level 4 or Grade 12 with related certificates. The opportunity emphasizes building trust, consultative selling, and strong customer relationships within a leading insurer