Aspiring Financial Adviser: Help Clients Grow & Plan

oldmutual; Paarl; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Old Mutual in Paarl seeks self-motivated individuals to join one of Africa's leading insurance firms as Financial Advisers. You will champion clients' lifetime goals by identifying financial needs, offering sound advice, and implementing fit-for-purpose financial plans and solutions.

The role emphasizes building trust through consultative selling, strong customer service, and proactive relationship management to help clients achieve financial security.

Qualifikationen

• Matriculation Certificate (Matric).
• Self-motivated and dynamic individuals with entrepreneurial spirit.

Kenntnisse

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

Ausbildung

Matriculation Certificate (Matric)

Jobbeschreibung

Old Mutual in Paarl seeks self-motivated individuals to join one of Africa's leading insurance firms as Financial Advisers. You will champion clients' lifetime goals by identifying financial needs, offering sound advice, and implementing fit-for-purpose financial plans and solutions.

The role emphasizes building trust through consultative selling, strong customer service, and proactive relationship management to help clients achieve financial security.