Aspiring Financial Advisor: Launch a Client-Centric Career

Old Mutual; eMalahleni; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual in Witbank is seeking motivated individuals to start a career as an aspiring Financial Advisor. You will identify clients' financial needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions.

This entry role emphasizes trust-building, consultative selling, and customer-focused service within Africa's leading insurance company; training and mentorship are available.

Formación

• NQF Level 5 or equivalent required.
• Strong communication and interpersonal skills essential.
• Ability to understand clients' financial goals and tailor plans.

Responsabilidades

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Conocimientos

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Educación

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

Descripción del empleo

Old Mutual in Witbank is seeking motivated individuals to start a career as an aspiring Financial Advisor. You will identify clients' financial needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions.

This entry role emphasizes trust-building, consultative selling, and customer-focused service within Africa's leading insurance company; training and mentorship are available.