Aspiring Financial Advisor: Launch Your Client-Focused Career

Old Mutual Limited; Durban; In loco; ZAR 300.000 - 600.000; Tempo pieno

Descrizione del lavoro

Old Mutual Limited in Durban invites self-motivated individuals to join as Financial Advisors, championing clients to reach lifetime goals by assessing needs and delivering fit-for-purpose financial plans. You will provide sound financial advice and build trusted relationships through consultative selling.

This role emphasizes entrepreneurial spirit, customer focus, and a proactive approach to identifying opportunities, within South Africa's leading insurance group.

Competenze

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Based in South Africa, Durban region.

Mansioni

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

Conoscenze

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

Formazione

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

Descrizione del lavoro

Old Mutual Limited in Durban invites self-motivated individuals to join as Financial Advisors, championing clients to reach lifetime goals by assessing needs and delivering fit-for-purpose financial plans. You will provide sound financial advice and build trusted relationships through consultative selling.

This role emphasizes entrepreneurial spirit, customer focus, and a proactive approach to identifying opportunities, within South Africa's leading insurance group.