Aspiring Financial Advisor: Build Trust & Grow Clients

Old Mutual South Africa; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa in Durban is seeking motivated individuals to become Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, delivering sound financial advice, and implementing fit-for-purpose plans and solutions.

We value entrepreneurial spirit and a proactive approach to customer service, with opportunities to grow within one of Africa's leading insurance companies.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent.

Responsibilities

• Champion valued customers to achieve their lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose financial plans and solutions.

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

Job description

Old Mutual South Africa in Durban is seeking motivated individuals to become Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, delivering sound financial advice, and implementing fit-for-purpose plans and solutions.

We value entrepreneurial spirit and a proactive approach to customer service, with opportunities to grow within one of Africa's leading insurance companies.