Aspiring Financial Advisor: Launch a Client-Centric Career

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

Job summary

A leading insurance company in Hermanus seeks self-motivated individuals for the role of Financial Adviser. You will help customers achieve their lifetime goals by identifying financial needs and providing tailored advice. Ideal candidates will have strong consultative selling and customer service skills along with a Matric qualification. This role offers a dynamic environment within Africa's diverse financial sector.

Responsibilities

• Championing valued customers to achieve lifetime goals.
• Identifying financial needs and providing sound financial advice.
• Recommending and implementing tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

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

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in Hermanus seeks self-motivated individuals for the role of Financial Adviser. You will help customers achieve their lifetime goals by identifying financial needs and providing tailored advice. Ideal candidates will have strong consultative selling and customer service skills along with a Matric qualification. This role offers a dynamic environment within Africa's diverse financial sector.