Aspiring Financial Advisor: Start Your Client-Focused Career

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa invites dynamic individuals to join as Financial Advisors, shaping Africa's financial future. The role focuses on understanding clients’ financial goals, advising on suitable plans, and delivering tailored solutions.

A strong entrepreneurial spirit and self-motivation are essential in this leading insurance company’s market. Ideal candidates will champion customers’ lifetime goals by identifying needs, delivering consultative selling, and building lasting relationships

Qualifications

• Minimum NQF Level 4 / Grade 12 schooling or equivalent.
• Customer-facing sales experience is preferred.
• Strong communication and interpersonal skills required.

Responsibilities

• Champion customers to identify financial needs and propose suitable financial plans.
• Provide sound financial advice and implement fit-for-purpose solutions for clients.

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 4 / Grade 12 equivalent

Job description

Old Mutual South Africa invites dynamic individuals to join as Financial Advisors, shaping Africa's financial future. The role focuses on understanding clients’ financial goals, advising on suitable plans, and delivering tailored solutions.

A strong entrepreneurial spirit and self-motivation are essential in this leading insurance company’s market. Ideal candidates will champion customers’ lifetime goals by identifying needs, delivering consultative selling, and building lasting relationships