Aspiring Financial Adviser: Start Your Advisory Career

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals to champion customers' financial goals through needs-based advisory and tailored financial plans. You will identify client needs, present sound financial solutions, and guide customers to achieve lifetime goals with a consultative selling approach.

The role emphasizes building trust, customer understanding, and ongoing relationship management within a leading African insurance company. Durban-based, with opportunity for career growth.

Qualifications

• Minimum qualification: NQF Level 5 or equivalent.
• Experience in financial advisory and customer-focused sales is preferred.
• Strong communication and interpersonal skills essential.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion valued customers to help them achieve lifetime goals.
• Engage in consultative selling to grow the client base.
• Maintain accurate customer data and sales activity records.

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa seeks self-motivated individuals to champion customers' financial goals through needs-based advisory and tailored financial plans. You will identify client needs, present sound financial solutions, and guide customers to achieve lifetime goals with a consultative selling approach.

The role emphasizes building trust, customer understanding, and ongoing relationship management within a leading African insurance company. Durban-based, with opportunity for career growth.