Aspiring Financial Adviser: Shape Clients' Futures

Old Mutual South Africa

Tzaneen

On-site

ZAR 180,000 - 240,000

Full time

3 days ago

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Job summary

Old Mutual South Africa is seeking self-motivated individuals to join its financial advisory team in a client-focused role aimed at helping people achieve lifetime financial goals. You will identify clients' needs, provide sound advice, and design fit-for-purpose financial plans and insurance solutions.

The role emphasizes consultative selling and building trusted relationships within the community. Applicants should have a Grade 12/NQF4 or higher and be prepared to contribute to Africa's growth

Qualifications

NQF Level 4 education or equivalent.
Self-motivated and dynamic entrepreneurial spirit.
Experience in financial services or insurance is an asset.

Responsibilities

Identify clients' financial needs and propose suitable plans.
Provide sound financial advice and implement plans.
Build and maintain trusted relationships with clients.
Delivere excellent customer service and identify sales opportunities.

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

Strategic Selling

Strengthening Customer Relationships

Education

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

Tools

Sales Software

Job description

The role emphasizes consultative selling and building trusted relationships within the community. Applicants should have a Grade 12/NQF4 or higher and be prepared to contribute to Africa's growth

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