Aspiring Financial Advisor: Help Clients Build Futures

Old Mutual South Africa; Hermanus; Sur place; ZAR 300 000 - 380 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking self-motivated individuals to join a leading insurance company as Financial Advisers. You will champion customers to achieve lifetime goals by identifying financial needs and providing tailored advice.

The role emphasizes entrepreneurial spirit, consultative selling, and ongoing client relationship management within Africa's growing financial services landscape.

Qualifications

• Self-motivated and dynamic individuals
• Entrepreneurial spirit
• Interest in financial planning and advisory

Responsabilités

• Champion clients to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose plans.

Connaissances

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Formation

Matriculation Certificate (Matric)

Description du poste

Old Mutual South Africa is seeking self-motivated individuals to join a leading insurance company as Financial Advisers. You will champion customers to achieve lifetime goals by identifying financial needs and providing tailored advice.

The role emphasizes entrepreneurial spirit, consultative selling, and ongoing client relationship management within Africa's growing financial services landscape.