Aspiring Financial Advisor: Launch Your Client-Focused Career

Old Mutual South Africa; Mthatha; Presencial; ZAR 300.000 - 520.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisors. You will identify clients' financial needs, offer sound financial advice, and propose fit-for-purpose plans and solutions.

The role emphasizes building trust, consultative selling, and strengthening long-term customer relationships while supporting clients to achieve their lifetime goals.

Formación

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Identify financial needs and provide financial plans and solutions.
• Champion valued customers to achieve lifetime goals.

Responsabilidades

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

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

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

Descripción del empleo

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisors. You will identify clients' financial needs, offer sound financial advice, and propose fit-for-purpose plans and solutions.

The role emphasizes building trust, consultative selling, and strengthening long-term customer relationships while supporting clients to achieve their lifetime goals.