Aspiring Financial Adviser: Launch Client-Focused Career

oldmutual; Bloemfontein; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual invites applications for a Financial Adviser role based in Bloemfontein. You will engage with clients to understand their financial needs and offer tailored advice, building long-term relationships and trust as you guide customers toward their lifetime goals.

The position requires a self-motivated, entrepreneurial spirit and a commitment to client service excellence within one of Africa's leading insurance companies.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4

Job description

Old Mutual invites applications for a Financial Adviser role based in Bloemfontein. You will engage with clients to understand their financial needs and offer tailored advice, building long-term relationships and trust as you guide customers toward their lifetime goals.

The position requires a self-motivated, entrepreneurial spirit and a commitment to client service excellence within one of Africa's leading insurance companies.