Client-First Financial Advisor

oldmutual; Upington; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in South Africa is seeking self-motivated individuals with an entrepreneurial spirit to become Financial Advisers. The role involves identifying client financial needs, offering sound advice and implementing suitable financial plans and solutions.

Candidates should demonstrate consultative selling, customer focus and strong relationship-building skills to help clients achieve lifetime goals within a leading insurance company.

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, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual in South Africa is seeking self-motivated individuals with an entrepreneurial spirit to become Financial Advisers. The role involves identifying client financial needs, offering sound advice and implementing suitable financial plans and solutions.

Candidates should demonstrate consultative selling, customer focus and strong relationship-building skills to help clients achieve lifetime goals within a leading insurance company.