Aspiring Financial Advisor - Help Clients Reach Life Goals

Old Mutual; Paarl; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Africa is seeking an Aspiring Financial Adviser in Paarl. This role is focused on helping clients achieve their financial goals by providing tailored financial advice and creating appropriate financial plans. The ideal candidate is self-motivated with an entrepreneurial spirit and strong communication skills. Needs a Matriculation Certificate. Join us to champion customer success while enjoying a rewarding career.

Responsibilities

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

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in Africa is seeking an Aspiring Financial Adviser in Paarl. This role is focused on helping clients achieve their financial goals by providing tailored financial advice and creating appropriate financial plans. The ideal candidate is self-motivated with an entrepreneurial spirit and strong communication skills. Needs a Matriculation Certificate. Join us to champion customer success while enjoying a rewarding career.