Aspiring Financial Advisor — Build Client-Centric Plans

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 480,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies as a Financial Adviser.

The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions. Matric is required, with strong sales and customer skills driving success.

Qualifications

• Matriculation Certificate (Matric) is required.
• Strong client-facing sales and communication skills to build trust.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customer experience and drive sales opportunities.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies as a Financial Adviser.

The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions. Matric is required, with strong sales and customer skills driving success.