Aspiring Financial Advisor: Shape Client Futures

Old Mutual; Zeerust; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Zeerust is seeking self-motivated and dynamic individuals to become Financial Advisers. In this role, you will champion customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and implementing tailored financial plans. A Matriculation Certificate is required for this position. Join us in shaping Africa's financial future.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice.
• Recommend and implement 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

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in Zeerust is seeking self-motivated and dynamic individuals to become Financial Advisers. In this role, you will champion customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and implementing tailored financial plans. A Matriculation Certificate is required for this position. Join us in shaping Africa's financial future.