Aspiring Financial Advisor: Launch Your Client Growth

oldmutual; Ladybrand; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join our leading insurance company as Financial Advisers. The role focuses on identifying clients' financial needs, delivering sound financial advice, and recommending and implementing fit-for-purpose plans.

You will champion customers to achieve lifetime goals, build trust, and participate in consultative selling and relationship management.

Qualifications

• NQF Level 4 or equivalent is required.
• Self-motivated and dynamic with an entrepreneurial spirit.
• Passion for customers and financial advice.

Responsibilities

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

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, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join our leading insurance company as Financial Advisers. The role focuses on identifying clients' financial needs, delivering sound financial advice, and recommending and implementing fit-for-purpose plans.

You will champion customers to achieve lifetime goals, build trust, and participate in consultative selling and relationship management.