Aspiring Financial Advisor: Build Trust & Grow Client

Old Mutual; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurer as Aspires to be a Financial Adviser. In Durban, you will champion customers to achieve lifetime goals by identifying financial needs and offering sound, fit-for-purpose financial plans and solutions.

This role emphasizes building trust and delivering consultative financial guidance. As an Aspiring Financial Adviser (Parksquare) in Durban, you will develop client relationships,

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice to clients.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Job description

Old Mutual is seeking self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurer as Aspires to be a Financial Adviser. In Durban, you will champion customers to achieve lifetime goals by identifying financial needs and offering sound, fit-for-purpose financial plans and solutions.

This role emphasizes building trust and delivering consultative financial guidance. As an Aspiring Financial Adviser (Parksquare) in Durban, you will develop client relationships,