Aspiring Financial Advisor (Phoenix, Umhlanga, Tongaat, KwaMashu)

Old Mutual; Durban; On-site; ZAR 180,000 - 450,000; Full time

Job summary

Join a leading insurance company that believes in the African opportunity and values diverse talent. This role seeks self-motivated individuals with a dynamic entrepreneurial spirit, ready to champion customers in achieving their financial goals. You will provide sound financial advice and implement tailored financial plans, ensuring customer satisfaction and building lasting relationships. If you have a passion for consultative selling and a commitment to customer service, this is the perfect opportunity to make a significant impact in the financial sector while growing your career in a supportive environment.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are encouraged to apply.
• Candidates should possess strong consultative selling and customer service skills.

Responsibilities

• Champion customers to achieve their lifetime goals through financial advice.
• Identify financial needs and implement suitable financial plans.

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 5 - Higher, Advance or Occupational Certificate

Job description

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

22 April 2025 , 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!