Aspiring Financial Advisor: Africa-Focused, Customer-Driven

Old Mutual Life Assurance Company (SA) Ltd (PFA); Aliwal North; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applications for a Financial Adviser role focused on helping clients achieve lifetime goals. You will identify financial needs, provide sound advice, and implement tailored financial plans and solutions.

The position emphasizes building trust, direct selling, and strong customer relationship management to grow a sustainable client base.

Qualifications

• Education required: NQF Level 4 / Grade 12 or equivalent.
• National or Occupational Certificate or equivalent required.

Responsabilités

• Champion clients to achieve lifetime goals by identifying needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trust and manage customer relationships while identifying sales opportunities.

Connaissances

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

Formation

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

Description du poste

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applications for a Financial Adviser role focused on helping clients achieve lifetime goals. You will identify financial needs, provide sound advice, and implement tailored financial plans and solutions.

The position emphasizes building trust, direct selling, and strong customer relationship management to grow a sustainable client base.