Aspiring Financial Advisor: Build Trusted Client Plans

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

Job summary

Old Mutual South Africa invites energetic self-starters to join as Financial Advisors, helping customers meet lifetime goals through sound financial planning. You will identify needs, offer tailored plans, and implement solutions while building trusted relationships.

Role emphasizes consultative selling, customer service, and opportunistic selling skills to expand the client base across the South Africa market.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Responsibilities

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

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa invites energetic self-starters to join as Financial Advisors, helping customers meet lifetime goals through sound financial planning. You will identify needs, offer tailored plans, and implement solutions while building trusted relationships.

Role emphasizes consultative selling, customer service, and opportunistic selling skills to expand the client base across the South Africa market.