Aspiring Financial Adviser - Kickstart Client Advisory

Old Mutual South Africa; Secunda; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa invites dynamic individuals to join our financial advisory team in Secunda. The role focuses on identifying clients' financial needs, delivering sound advice, and recommending fit-for-purpose plans to help achieve lifetime goals.

The ideal candidate has at least a Grade 12/NQF Level 4 qualification, strong consultative selling skills, and a proactive client-centric mindset in a competitive insurance environment.

Qualifications

• Education: NQF Level 4 - Grade 12 or equivalent (Required).
• Role involves identifying client needs and providing financial advice.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

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

Job description

Old Mutual South Africa invites dynamic individuals to join our financial advisory team in Secunda. The role focuses on identifying clients' financial needs, delivering sound advice, and recommending fit-for-purpose plans to help achieve lifetime goals.

The ideal candidate has at least a Grade 12/NQF Level 4 qualification, strong consultative selling skills, and a proactive client-centric mindset in a competitive insurance environment.