Aspiring Financial Advisor Launch Your Impactful Career

Old Mutual South Africa; Knysna; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual South Africa in Knysna invites passionate individuals to become Financial Advisers, helping clients work toward lifelong financial goals with sound guidance and tailored plans. You will identify client needs, deliver compliant financial advice, and implement fit-for-purpose solutions while building trusted relationships in a dynamic market.

Join a leading insurance company that values initiative, client focus, and long-term career growth within a collaborative team and supportive

Qualifications

• Matriculation certificate is required.
• Role focuses on identifying financial needs, providing sound financial advice and implementing client-specific financial plans.

Responsabilités

• Role championing customers to achieve lifetime goals by identifying financial needs and offering appropriate financial plans.
• Presenting and implementing fit-for-purpose solutions tailored to client circumstances.

Connaissances

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

Formation

Matriculation Certificate (Matric)

Description du poste

Old Mutual South Africa in Knysna invites passionate individuals to become Financial Advisers, helping clients work toward lifelong financial goals with sound guidance and tailored plans. You will identify client needs, deliver compliant financial advice, and implement fit-for-purpose solutions while building trusted relationships in a dynamic market.

Join a leading insurance company that values initiative, client focus, and long-term career growth within a collaborative team and supportive