Aspiring Financial Advisor: Build Trusted Financial Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); Boksburg; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa invites energetic individuals to become Financial Advisors who help clients identify life goals and financial needs.

You will use your entrepreneurial drive to build trusted relationships, deliver sound advice, and design fit-for-purpose financial plans and solutions that protect and grow wealth. Join a leading insurer committed to championing positive futures for customers and communities.

Formación

• NQF Level 5 or higher qualification relevant to financial services.
• Self-motivated with entrepreneurial spirit and goal-driven attitude.
• Strong consultative selling and customer relationship skills.

Responsabilidades

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

Conocimientos

Building Trust

Consultative Selling

Customer Service

Direct Selling

Qualifying Prospects

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Educación

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

Descripción del empleo

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa invites energetic individuals to become Financial Advisors who help clients identify life goals and financial needs.

You will use your entrepreneurial drive to build trusted relationships, deliver sound advice, and design fit-for-purpose financial plans and solutions that protect and grow wealth. Join a leading insurer committed to championing positive futures for customers and communities.