Aspiring Financial Adviser: Launch Client-Focused Finance

Old Mutual South Africa; Bloemfontein; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a motivated Financial Adviser to champion our customers' lifetime goals by identifying their financial needs and providing sound financial advice. You will assess risk, explain options clearly, and tailor recommendations to each client.

You will recommend and implement fit-for-purpose financial plans, help clients reach security and growth, and maintain trusted relationships through ongoing support and service.

Qualifications

• Experience in identifying customer financial needs and providing guidance.
• Ability to explain financial options clearly and tailor recommendations.
• Comfort with consultative selling and building long-term client relationships.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build and maintain trusted relationships with clients through ongoing service.

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 (Required)

Job description

Old Mutual South Africa is seeking a motivated Financial Adviser to champion our customers' lifetime goals by identifying their financial needs and providing sound financial advice. You will assess risk, explain options clearly, and tailor recommendations to each client.

You will recommend and implement fit-for-purpose financial plans, help clients reach security and growth, and maintain trusted relationships through ongoing support and service.