Aspiring Financial Advisor - Launch a Client-Focused Career

Old Mutual Limited; Pietermaritzburg; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a self-motivated Financial Advisor to champion customers’ lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose financial plans and solutions.

The role emphasizes consultative selling, building strong relationships, and delivering personalised financial plans within a leading African financial services group.

Qualifications

• NQF Level 4 or equivalent is required.
• Self-motivated and dynamic individuals to join one of Africa's leading insurance companies.
• Champions valued customers to achieve lifetime goals by identifying financial needs and providing sound financial advice.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals and deliver exceptional service.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual Limited in South Africa seeks a self-motivated Financial Advisor to champion customers’ lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose financial plans and solutions.

The role emphasizes consultative selling, building strong relationships, and delivering personalised financial plans within a leading African financial services group.