Aspiring Financial Adviser: Build Trusted Plans

Old Mutual; Tzaneen; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa is seeking a dynamic Financial Adviser to help customers achieve their financial goals. The role involves providing tailored financial advice and developing effective financial plans. Ideal candidates should have strong skills in consultative selling, customer service, and building relationships. The position requires a minimum of a Grade 12 education. Applications close on 08 December.

Responsibilities

• Champion valued customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit for purpose financial plans.

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

Job description

A leading insurance company in South Africa is seeking a dynamic Financial Adviser to help customers achieve their financial goals. The role involves providing tailored financial advice and developing effective financial plans. Ideal candidates should have strong skills in consultative selling, customer service, and building relationships. The position requires a minimum of a Grade 12 education. Applications close on 08 December.