Aspiring Financial Advisor - Build Lifelong Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); eMalahleni; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in South Africa. The role focuses on championing customers, identifying financial needs, and delivering tailored financial plans and solutions.

You will engage with clients to build trust and provide consultative selling experiences. Successful candidates will possess at least a Grade 12/NQF Level 4 and demonstrate strong communication, networking, and sales skills.

Qualifications

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

Responsibilities

• Identify clients’ financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion valued customers to achieve lifetime goals through proactive service and relationship building.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Service

Education

Grade 12 / NQF Level 4

School leaving Certificate or equivalent

Job description

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in South Africa. The role focuses on championing customers, identifying financial needs, and delivering tailored financial plans and solutions.

You will engage with clients to build trust and provide consultative selling experiences. Successful candidates will possess at least a Grade 12/NQF Level 4 and demonstrate strong communication, networking, and sales skills.