Aspiring Financial Adviser: Launch Your Client Impact

Old Mutual Limited; Bethlehem; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurance company as Financial Advisers. The role involves understanding client financial needs, offering sound advice, and implementing tailored financial plans to help clients reach lifetime goals.

Candidates should demonstrate trust-building, consultative selling, and strong communication. The position requires Grade 12 or equivalent and may involve a designated equity process.

Qualifications

• Candidates must have a National or Occupational Certificate or equivalent (Required).
• NQF Level 4/Grade 12 completion is mandatory.

Responsibilities

• Identify financial needs of clients and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customer interests and help clients achieve lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 4

Job description

Old Mutual Limited is seeking self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurance company as Financial Advisers. The role involves understanding client financial needs, offering sound advice, and implementing tailored financial plans to help clients reach lifetime goals.

Candidates should demonstrate trust-building, consultative selling, and strong communication. The position requires Grade 12 or equivalent and may involve a designated equity process.