Aspiring Financial Adviser - Launch Your Advisory Career

Old Mutual Limited; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Old Mutual Limited is seeking an Aspiring Financial Adviser in Bellville to champion customers’ financial goals. You will identify client needs, provide sound financial advice, and tailor fit-for-purpose financial plans and solutions while building lasting relationships.

The role is ideal for self-motivated individuals with an entrepreneurial spirit, ready to start a career in insurance and financial services.

Qualifications

• Matric required; relevant financial advisory qualifications a plus.
• Self-motivated and dynamic individuals with entrepreneurial spirit.

Responsibilities

• Champion customers to identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build and strengthen customer relationships and trust through proactive service.

Skills

Building Trust

Consultative Selling

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

Matric

Job description

Old Mutual Limited is seeking an Aspiring Financial Adviser in Bellville to champion customers’ financial goals. You will identify client needs, provide sound financial advice, and tailor fit-for-purpose financial plans and solutions while building lasting relationships.

The role is ideal for self-motivated individuals with an entrepreneurial spirit, ready to start a career in insurance and financial services.