Aspiring Financial Adviser: Launch Your Advisory Career

EdUpStairs; Vanderbijlpark; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals for the Aspires to be a Financial Adviser program in Vanderbijlpark, Gauteng. The role focuses on championing customers, identifying financial needs, and delivering tailored financial plans to help clients achieve lifelong goals.

Ideal candidates have a strong entrepreneurial spirit and a passion for customer service, with an NQF4-equivalent education.

Qualifications

• NQF Level 4 or equivalent required.
• Good understanding of customer needs and sales processes.
• Ability to identify and convert sales opportunities via consultative selling.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

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

National or Occupational Certificate

Job description

Old Mutual Limited is seeking self-motivated individuals for the Aspires to be a Financial Adviser program in Vanderbijlpark, Gauteng. The role focuses on championing customers, identifying financial needs, and delivering tailored financial plans to help clients achieve lifelong goals.

Ideal candidates have a strong entrepreneurial spirit and a passion for customer service, with an NQF4-equivalent education.