Aspiring Financial Advisor: Build Trusted Client Plans

oldmutual; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to become Financial Advisers, championing customers to achieve their lifetime goals by identifying needs and offering suitable plans and solutions.

You will build trust through consultative selling, deliver customer-focused financial guidance, and have opportunities to grow within one of Africa's leading insurance companies.

Qualifications

• Matric required with good academic record.
• Self-motivated, dynamic, entrepreneurial mindset.
• Ability to identify client needs and provide advice.

Responsibilities

• Identify financial needs of clients and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Champion customers to achieve lifetime financial goals.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Customer Relationships

Customer Understanding

Education

Matriculation Certificate

Job description

Old Mutual South Africa is seeking self-motivated and dynamic individuals to become Financial Advisers, championing customers to achieve their lifetime goals by identifying needs and offering suitable plans and solutions.

You will build trust through consultative selling, deliver customer-focused financial guidance, and have opportunities to grow within one of Africa's leading insurance companies.