Aspiring Financial Advisor: Start Your Client-Focused Path

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on understanding customer needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

The position emphasizes building trust, consultative selling, and strong customer relationships. Successful candidates will champion customers toward lifetime goals, with opportunities within one of Africa's leading insurance companies.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on understanding customer needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

The position emphasizes building trust, consultative selling, and strong customer relationships. Successful candidates will champion customers toward lifetime goals, with opportunities within one of Africa's leading insurance companies.