Aspiring Financial Advisor: Launch a Client-Centric Career

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

Job summary

A leading insurance company in South Africa is seeking self-motivated individuals to join as Financial Advisers. The ideal candidates will provide valuable financial advice and develop tailored financial plans while building strong customer relationships. A Matriculation Certificate is required. This role offers an opportunity to help customers achieve their financial goals within a dynamic work environment.

Responsibilities

• Identify financial needs of customers.
• Provide sound financial advice.
• Recommend and implement 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 South Africa is seeking self-motivated individuals to join as Financial Advisers. The ideal candidates will provide valuable financial advice and develop tailored financial plans while building strong customer relationships. A Matriculation Certificate is required. This role offers an opportunity to help customers achieve their financial goals within a dynamic work environment.