Aspiring Financial Advisor: Client-Focused Career Start

Old Mutual South Africa; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance firm in South Africa is seeking a dynamic Financial Advisor who is self-motivated and possesses an entrepreneurial spirit. You will champion customers to achieve their lifetime goals by identifying financial needs and providing tailored financial advice. The ideal candidate will have a Matriculation Certificate and strong skills in consultative selling, customer service, and building trust. This role emphasizes a customer-focused approach and building long-term relationships.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement suitable financial plans and solutions.

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

Matriculation Certificate (Matric)

Job description

A leading insurance firm in South Africa is seeking a dynamic Financial Advisor who is self-motivated and possesses an entrepreneurial spirit. You will champion customers to achieve their lifetime goals by identifying financial needs and providing tailored financial advice. The ideal candidate will have a Matriculation Certificate and strong skills in consultative selling, customer service, and building trust. This role emphasizes a customer-focused approach and building long-term relationships.