Aspiring Financial Advisor: Start Your ClientCentric Career

Old Mutual South Africa; Johannesburg; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join its advisory team. As a Financial Adviser you will identify clients' financial needs, provide sound financial advice and tailor fit-for-purpose plans to help them achieve lifetime goals.

The role emphasizes building trust through consultative selling, identifying sales opportunities, and strengthening customer relationships. You will work with customers to understand their situation and offer personalised solutions.

Qualifications

• Identify clients' financial needs and advise on sound financial plans.
• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Build trust and consultative selling to drive customer outcomes.

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

Old Mutual South Africa is seeking self-motivated individuals to join its advisory team. As a Financial Adviser you will identify clients' financial needs, provide sound financial advice and tailor fit-for-purpose plans to help them achieve lifetime goals.

The role emphasizes building trust through consultative selling, identifying sales opportunities, and strengthening customer relationships. You will work with customers to understand their situation and offer personalised solutions.