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Aspiring Financial Adviser: Shape Clients’ Futures

Old Mutual South Africa

Musina

On-site

ZAR 200 000 - 300 000

Full time

30 days ago

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Job summary

A leading insurance company in South Africa is seeking self-motivated individuals for a Financial Adviser role. The position involves helping customers achieve their financial goals by providing tailored advice and implementing suitable financial solutions. Ideal candidates will have solid communication skills and a passion for customer service. The appointment aligns with the company's Employment Equity Plan.

Responsibilities

  • Champion our valued customers to achieve their lifetime goals.
  • Identify their financial needs and provide sound financial advice.
  • Recommend and implement financial plans and solutions.

Skills

Building Trust
Consultative Selling
Customer-Focused
Direct Selling
Oral Communications

Education

NQF Level 4 - Grade 12, School leaving Certificate
Job description
A leading insurance company in South Africa is seeking self-motivated individuals for a Financial Adviser role. The position involves helping customers achieve their financial goals by providing tailored advice and implementing suitable financial solutions. Ideal candidates will have solid communication skills and a passion for customer service. The appointment aligns with the company's Employment Equity Plan.
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