Aspiring Financial Advisor: Build Trust & Plans

Old Mutual South Africa; Groblersdal; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers who champion customers' lifetime goals by identifying needs and recommending fit-for-purpose financial plans and solutions.

The role demands consultative selling, building trust, and strong customer service while fostering lifelong relationships with clients across Africa's opportunities; an entrepreneurial spirit is valued.

Qualifications

• NQF Level 4 or equivalent qualification required.
• School leaving certificate (Grade 12) or equivalent.

Responsibilities

• Advise customers to achieve lifetime goals by identifying their financial needs and recommending fit-for-purpose financial plans and solutions.
• Champions customer needs with sound financial advice and builds lasting relationships.
• Engages in proactive consultative selling to identify opportunities and deliver value to 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

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers who champion customers' lifetime goals by identifying needs and recommending fit-for-purpose financial plans and solutions.

The role demands consultative selling, building trust, and strong customer service while fostering lifelong relationships with clients across Africa's opportunities; an entrepreneurial spirit is valued.