Aspiring Financial Adviser - Launch Your Financial Career

Old Mutual Limited; Klerksdorp; Presencial; ZAR 180 000 - 240 000; Tempo integral

Resumo da oferta

Old Mutual is seeking an Aspiring Financial Adviser in Klerksdorp to champion clients' goals by identifying financial needs, offering sound advice, and implementing suitable plans. The role emphasizes entrepreneurial spirit and customer-focused service within Africa's leading insurer.

You will develop trusted relationships, engage with customers, and pursue opportunities through consultative selling, with training and career growth opportunities available.

Qualificações

• NQF Level 4 or higher qualification in a related field.
• Grade 12 or equivalent with relevant certificates.
• Willingness to obtain regulatory accreditation for financial advice.

Responsabilidades

• Identify clients' financial needs and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Build trust and maintain strong relationships with customers.

Conhecimentos

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

Formação académica

NQF Level 4

Grade 12 / NCV or equivalent

National/Occupational Certificate (Required)

Ferramentas

Sales Software

Descrição da oferta de emprego

Old Mutual is seeking an Aspiring Financial Adviser in Klerksdorp to champion clients' goals by identifying financial needs, offering sound advice, and implementing suitable plans. The role emphasizes entrepreneurial spirit and customer-focused service within Africa's leading insurer.

You will develop trusted relationships, engage with customers, and pursue opportunities through consultative selling, with training and career growth opportunities available.