Aspiring Financial Adviser: Grow Your Impact

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

Job summary

A leading insurance company in South Africa is seeking dynamic individuals to join as Financial Advisers. The role focuses on championing customers to achieve their financial goals through expert advice and tailored financial plans. Ideal candidates will possess a Matric certificate and a passion for customer service and entrepreneurship. This position supports self-motivated individuals in a vibrant, opportunity-driven environment.

Responsibilities

• Champion our 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

Matriculation Certificate (Matric)

Job description

A leading insurance company in South Africa is seeking dynamic individuals to join as Financial Advisers. The role focuses on championing customers to achieve their financial goals through expert advice and tailored financial plans. Ideal candidates will possess a Matric certificate and a passion for customer service and entrepreneurship. This position supports self-motivated individuals in a vibrant, opportunity-driven environment.