Aspiring Financial Advisor - Start Your Advisory Career

EdUpStairs; Krugersdorp; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will champion clients to achieve lifetime goals through identifying financial needs and offering fit-for-purpose plans.

The role emphasizes consultative selling, building trust, and delivering sound financial advice within Africa's leading insurance company. A focus on customer understanding and ongoing relationship management is essential for success.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• Strong sales and customer-facing abilities.
• Ability to identify financial needs and present suitable solutions.

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice and suitable plans.
• Build trust and maintain long-term client relationships.
• Close sales through consultative selling and follow-ups.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 or equivalent

National/Occupational Certificate

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will champion clients to achieve lifetime goals through identifying financial needs and offering fit-for-purpose plans.

The role emphasizes consultative selling, building trust, and delivering sound financial advice within Africa's leading insurance company. A focus on customer understanding and ongoing relationship management is essential for success.