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Aspiring Financial Adviser (Kuils River)

Old Mutual

Cape Town

On-site

ZAR 30,000 - 45,000

Full time

30+ days ago

Job summary

Old Mutual, l'une des principales sociétés d'assurance d'Afrique, recherche des individus aspire à devenir Conseiller Financier. En tant que conseiller, vous aiderez nos clients à atteindre leurs objectifs financiers en fournissant des conseils adaptés. Le candidat idéal sera autonome, dynamique et passionné par les opportunités entrepreneuriales. Le poste nécessite un certificat de matrice et de fortes compétences en vente et en service client.

Qualifications

  • Doit être auto-motivé avec un esprit entrepreneurial.
  • Certification de matrice requise.

Responsibilities

  • Identifier les besoins financiers des clients.
  • Fournir des conseils financiers et élaborer des plans.
  • Renforcer les relations avec les clients.

Skills

Building Trust
Consultative Selling
Customer Service
Identifying Sales Opportunities
Sales Software

Education

Matriculation Certificate (Matric)

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Adviser

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "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

Competencies

Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

18 July 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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