Aspiring Financial Advisor: Launch Your Client-Focused Career

oldmutual; Giyani; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Ideal candidates demonstrate strong consultative selling, customer understanding and the ability to identify sales opportunities in a dynamic insurance environment.

Qualifications

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

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Ideal candidates demonstrate strong consultative selling, customer understanding and the ability to identify sales opportunities in a dynamic insurance environment.