Aspiring Financial Adviser – Launch Your Financial Career

Old Mutual Limited; Upington; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Limited is seeking an Aspiring Financial Adviser in Upington (Groblershoop). The role focuses on understanding clients' financial needs, offering sound advice, and creating tailored financial plans to help clients achieve their lifelong goals.

The position targets self-motivated individuals with an entrepreneurial spirit to join a leading African insurance company, with responsibilities spanning client engagement, solution selling, and customer relationship building.

Qualifications

• Minimum education: NQF Level 4 / Grade 12 or equivalent.
• Self-motivated with entrepreneurial spirit.
• Strong selling and customer-focused skills.

Responsibilities

• Champion customers to achieve lifetime financial goals.
• Provide sound financial advice and tailor fit-for-purpose plans.
• Identify opportunities and follow through with clients.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Service

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 or equivalent

Job description

Old Mutual Limited is seeking an Aspiring Financial Adviser in Upington (Groblershoop). The role focuses on understanding clients' financial needs, offering sound advice, and creating tailored financial plans to help clients achieve their lifelong goals.

The position targets self-motivated individuals with an entrepreneurial spirit to join a leading African insurance company, with responsibilities spanning client engagement, solution selling, and customer relationship building.