Aspiring Financial Advisor (Durban)

Old Mutual South Africa; Durban; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Join a leading insurance company in Africa as a Financial Advisor, where your entrepreneurial spirit can shine! In this dynamic role, you'll empower customers to achieve their financial aspirations by providing tailored advice and implementing effective financial solutions. This is an exciting opportunity to build trust and strengthen relationships, all while working in a supportive environment that values your contributions. If you're passionate about making a difference in people's lives and have a knack for sales, this is the perfect role for you. Embrace the opportunity to write Africa's story together with a forward-thinking organization!

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are sought.
• Candidates should have a strong focus on customer service and sales.

Responsibilities

• Champion customers to achieve their lifetime financial goals.
• Provide sound financial advice and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Software

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

1. Building Trust
2. Consultative Selling
3. Customer Feedback Management
4. Customer-Focused
5. Customer Service
6. Customer Understanding
7. Direct Selling
8. Identifying Sales Opportunities
9. Oral Communications
10. Probing Questions
11. Qualifying Prospects
12. Sales Data Management
13. Sales Software
14. Strategic Selling
15. Strengthening Customer Relationships

Competencies

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education

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

Closing Date

27 February 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.