Aspiring Financial Advisor: Kickstart Client Impact

Old Mutual South Africa; Pretoria; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa invites self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to meet lifetime goals by identifying needs, offering sound financial advice, and recommending tailored financial plans and solutions.

Educational requirements include NQF Level 5 or equivalent. The position emphasizes building trust, consultative selling, and strong customer service across a leading African insurance company.

Formación

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Identifying financial needs and providing sound financial advice.
• Implementing fit-for-purpose financial plans and solutions.

Conocimientos

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

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 South Africa invites self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to meet lifetime goals by identifying needs, offering sound financial advice, and recommending tailored financial plans and solutions.

Educational requirements include NQF Level 5 or equivalent. The position emphasizes building trust, consultative selling, and strong customer service across a leading African insurance company.