Aspiring Financial Adviser (Parksquare )

Old Mutual Limited; Durban; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Old Mutual Limited in Durban is seeking aspiring Financial Advisors to champion clients in achieving lifetime goals. You will identify financial needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role emphasizes consultative selling, trust-building, and strong customer relationships. Self-motivated individuals with an entrepreneurial spirit are encouraged to apply for this opportunity with one of Africa’s leading insurance companies.

Qualifikationen

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Role focuses on identifying client financial needs and advising.
• Provide fit-for-purpose financial plans and solutions.

Aufgaben

• Champion clients to achieve lifetime financial goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement tailor-made financial plans.
• Build trust and maintain customer relationships.

Kenntnisse

Trust building

Consultative selling

Customer feedback

Customer focus

Direct selling

Sales opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Customer relationships

Ausbildung

NQF Level 4 or equivalent

Jobbeschreibung

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.

Skills

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

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 March 2027 , 23:59

_ The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. _

_ The Old Mutual Story! _