Aspiring Financial Advisor (Mthatha and Surrounds)

Old Mutual South Africa; Mthatha; In loco; ZAR 300.000 - 520.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

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

Mansioni

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

Conoscenze

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

Formazione

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

Descrizione del lavoro

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

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

Closing Date

30 March 2027 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!