Client-Focused Financial Adviser

oldmutual; Evaton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa invites self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. You will engage clients, identify financial needs, and tailor plans to help clients achieve lifetime goals.

The role emphasizes building trust, consultative selling, and customer-centric service across a diverse client base. Training and career growth are available within one of Africa's leading insurance companies.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.

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 or equivalent

Job description

Old Mutual South Africa invites self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. You will engage clients, identify financial needs, and tailor plans to help clients achieve lifetime goals.

The role emphasizes building trust, consultative selling, and customer-centric service across a diverse client base. Training and career growth are available within one of Africa's leading insurance companies.