Aspiring Financial Adviser: Build Trusted Client Plans

oldmutual; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Cape Town is seeking self-motivated individuals to join as Financial Advisers who help clients identify financial needs and craft fit-for-purpose plans. You will build trust, engage in consultative selling, and drive customer-centric solutions throughout the sales process.

The role emphasizes identifying opportunities, providing sound advice, and maintaining strong customer relationships while delivering on goals in a dynamic, client-focused environment.

Qualifications

• Matriculation Certificate (Matric)

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

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 South Africa in Cape Town is seeking self-motivated individuals to join as Financial Advisers who help clients identify financial needs and craft fit-for-purpose plans. You will build trust, engage in consultative selling, and drive customer-centric solutions throughout the sales process.

The role emphasizes identifying opportunities, providing sound advice, and maintaining strong customer relationships while delivering on goals in a dynamic, client-focused environment.