Aspiring Financial Advisor: Launch Your Advisory Career

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join Africa's leading insurance company as Financial Advisors. You will champion customers to identify their financial needs, provide sound financial guidance, and tailor fit-for-purpose plans and solutions.

We value entrepreneurial spirit, strong communication, and a customer-focused approach to build lasting relationships while helping clients achieve their lifetime goals through proactive financial advice and service.

Qualifications

• NQF Level 4 - Grade 12 or equivalent
• Self-motivated and entrepreneurial spirit
• Ability to identify financial needs and provide sound financial advice
• Willingness to join a leading insurance company in Africa

Responsibilities

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

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 or equivalent

Job description

Old Mutual South Africa is seeking self-motivated individuals to join Africa's leading insurance company as Financial Advisors. You will champion customers to identify their financial needs, provide sound financial guidance, and tailor fit-for-purpose plans and solutions.

We value entrepreneurial spirit, strong communication, and a customer-focused approach to build lasting relationships while helping clients achieve their lifetime goals through proactive financial advice and service.