Aspiring Financial Advisor: Build Trust & Guide Plans

Old Mutual Limited; uMnambithi; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a driven Financial Advisor to champion customers’ lifetime goals by identifying financial needs and offering suitable advice. You will recommend and implement fit-for-purpose financial plans and solutions tailored to individual circumstances.

The role requires self-motivation, a entrepreneurial spirit, and strong consultative selling skills to build trust and lasting relationships with clients across our insurance and financial services portfolio.

Qualifications

• Must have NQF Level 4 or equivalent
• Strong consultative selling and relationship-building skills
• Ability to identify sales opportunities and close for revenue

Responsibilities

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

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, etc.

Tools

Sales Software

Job description

Old Mutual Limited in South Africa seeks a driven Financial Advisor to champion customers’ lifetime goals by identifying financial needs and offering suitable advice. You will recommend and implement fit-for-purpose financial plans and solutions tailored to individual circumstances.

The role requires self-motivation, a entrepreneurial spirit, and strong consultative selling skills to build trust and lasting relationships with clients across our insurance and financial services portfolio.