Aspiring Financial Advisor: Launch Your Client Impact

Old Mutual South Africa; Noord-Kaap; Presencial; ZAR 240 000 - 360 000; Tempo integral

Resumo da oferta

Old Mutual South Africa invites energetic individuals to join its team as Financial Advisers. You will work with customers to understand their financial goals, build trust, and provide tailored advice and plans.

The role emphasizes entrepreneurial spirit, self-motivation and a customer-centric approach, with a focus on identifying needs, offering fit-for-purpose solutions, and supporting clients throughout their financial journey.

Qualificações

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Ability to identify financial needs and provide financial advice.
• Customer-focused mindset with a proactive approach.

Responsabilidades

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and guidance.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Engage with clients to understand their financial objectives and evolving needs.

Conhecimentos

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

Formação académica

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

Descrição da oferta de emprego

Old Mutual South Africa invites energetic individuals to join its team as Financial Advisers. You will work with customers to understand their financial goals, build trust, and provide tailored advice and plans.

The role emphasizes entrepreneurial spirit, self-motivation and a customer-centric approach, with a focus on identifying needs, offering fit-for-purpose solutions, and supporting clients throughout their financial journey.