Aspiring Financial Advisor: Launch Client-Centric Career

Old Mutual Life Assurance Company (SA) Ltd (PFA); Thohoyandou; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying needs, advising on financial plans, and implementing fit-for-purpose solutions.

Ideal candidates demonstrate a client-centric approach, strong consultative selling skills, and ability to build trust across client portfolios. Closing dates and educational requirements are specified in the posting.

Formación

• Education: NQF Level 4 or equivalent required.
• Closing date: 29 November 2026, 23:59.
• Vibrant, entrepreneurial sales mindset and customer-first approach.

Responsabilidades

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice, recommend and implement fit-for-purpose financial plans.
• Engage with customers to identify opportunities and close sales.

Conocimientos

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

Educación

Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Descripción del empleo

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying needs, advising on financial plans, and implementing fit-for-purpose solutions.

Ideal candidates demonstrate a client-centric approach, strong consultative selling skills, and ability to build trust across client portfolios. Closing dates and educational requirements are specified in the posting.