Aspiring Financial Advisor: Start Client-Centered Career

oldmutual; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in South Africa seeks a motivated Financial Adviser in Cape Town to identify clients' financial needs, provide sound advice and implement fit-for-purpose plans. You will engage customers with a consultative approach and focus on building lasting relationships to achieve lifetime goals.

The role emphasizes self-motivation, entrepreneurial spirit, and the ability to champion customers through comprehensive financial planning and direct selling opportunities.

Qualifications

• Identify clients' financial needs and provide sound financial plans.
• Demonstrate consultative selling and customer-focused service.
• Maintain productive client relationships and close opportunities.

Responsibilities

• Identify clients' financial needs and provide fit-for-purpose plans.
• Advise clients and implement suitable financial solutions.
• Build trusted relationships and pursue sales opportunities.

Skills

Building Trust

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Direct Selling

Identifying Sales Opportunities

Sales Data Management

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Old Mutual in South Africa seeks a motivated Financial Adviser in Cape Town to identify clients' financial needs, provide sound advice and implement fit-for-purpose plans. You will engage customers with a consultative approach and focus on building lasting relationships to achieve lifetime goals.

The role emphasizes self-motivation, entrepreneurial spirit, and the ability to champion customers through comprehensive financial planning and direct selling opportunities.