Aspiring Financial Adviser: Shape Clients' Financial Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA); Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance firm in Pretoria is seeking an Aspiring Financial Adviser. This role involves providing financial advice to clients, requiring strong customer service and consultative selling skills. Candidates should have a Matriculation Certificate and a passion for helping others achieve their financial goals. The position offers opportunities for growth within the financial services sector.

Qualifications

• Self-motivated, dynamic individuals with entrepreneurial spirit are required.
• Ability to champion customers and provide sound financial advice.

Responsibilities

• Identify customers' financial needs and offer suitable plans.
• Build trusting relationships with customers.

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

Education

Matriculation Certificate (Matric)

Job description

A leading insurance firm in Pretoria is seeking an Aspiring Financial Adviser. This role involves providing financial advice to clients, requiring strong customer service and consultative selling skills. Candidates should have a Matriculation Certificate and a passion for helping others achieve their financial goals. The position offers opportunities for growth within the financial services sector.