Aspiring Financial Advisor - Build Trust & Guide Client Goals

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

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. The role focuses on understanding clients' financial needs, offering sound advice, and implementing tailored financial plans. You will drive customer satisfaction and build lasting relationships.

Applicants should have a passion for entrepreneurship, strong communication, and a results-driven mindset. The closing date is 30 March 2027, and the recruitment aligns with Employment Equity plans.

Qualifications

• Proven ability to build trust with clients.
• Strong consultative selling skills and customer focus.
• Experience in identifying sales opportunities and closing deals.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Engage with customers to champion their lifetime goals and maintain 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

Tools

CRM Software

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. The role focuses on understanding clients' financial needs, offering sound advice, and implementing tailored financial plans. You will drive customer satisfaction and build lasting relationships.

Applicants should have a passion for entrepreneurship, strong communication, and a results-driven mindset. The closing date is 30 March 2027, and the recruitment aligns with Employment Equity plans.