Aspiring Financial Adviser: Build Trusted Client Wealth

Old Mutual Limited; Evaton; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking Aspiring Financial Advisers for Orange Farm, Savanah City and Evaton. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans.

The position is full-time and targets entrepreneurial, self-motivated individuals in Africa's leading insurer. You will build trust, engage in consultative selling, and manage customer relationships while identifying opportunities and

Qualifications

• Minimum NQF Level 4 or Grade 12 with NCV/OC or equivalent.
• Experience in financial services or insurance a plus.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and propose appropriate plans and solutions.
• Implement fit-for-purpose financial strategies and review regularly.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited is seeking Aspiring Financial Advisers for Orange Farm, Savanah City and Evaton. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans.

The position is full-time and targets entrepreneurial, self-motivated individuals in Africa's leading insurer. You will build trust, engage in consultative selling, and manage customer relationships while identifying opportunities and