Aspiring Financial Advisor: Build Trust & Advise Clients

Old Mutual South Africa; eMalahleni; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Advisor position. The role focuses on understanding clients' financial goals, delivering tailored advice, and presenting suitable financial plans within a trusted advisory relationship.

We seek self-motivated individuals with an entrepreneurial spirit who can build strong client relationships, identify opportunities, and support customers toward their lifetime financial objectives.

Qualifications

• NQF Level 4 or equivalent is required.
• We are looking for self-motivated and dynamic individuals with an entrepreneurial spirit to join Old Mutual South Africa.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve their lifetime financial goals and build lasting relationships.

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

Job description

Old Mutual South Africa invites applications for a Financial Advisor position. The role focuses on understanding clients' financial goals, delivering tailored advice, and presenting suitable financial plans within a trusted advisory relationship.

We seek self-motivated individuals with an entrepreneurial spirit who can build strong client relationships, identify opportunities, and support customers toward their lifetime financial objectives.