Aspiring Financial Adviser: Launch Client-Centered Path

Old Mutual South Africa; Paarl; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Paarl is seeking self-motivated individuals to join as Financial Advisers. You will champion customers to identify financial needs, provide sound advice, and implement fit-for-purpose financial plans and solutions.

This role emphasizes consultative selling, building trust, and strengthening customer relationships while delivering service excellence and driving business growth.

Qualifications

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

Responsibilities

• Identify financial needs of customers and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trust and maintain strong customer relationships through ongoing service and support.

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

Old Mutual South Africa in Paarl is seeking self-motivated individuals to join as Financial Advisers. You will champion customers to identify financial needs, provide sound advice, and implement fit-for-purpose financial plans and solutions.

This role emphasizes consultative selling, building trust, and strengthening customer relationships while delivering service excellence and driving business growth.