Dynamic Financial Advisor: Craft Lifetime Goals

Old Mutual; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Gqeberha is seeking dynamic individuals to join their team. The role involves championing customers' financial journeys through effective planning and advice. Candidates should possess relevant industry experience and a Senior Certificate, along with skills like consultative selling and customer service. This is a fantastic opportunity to grow in a supportive environment.

Qualifications

• 24 months' financial industry experience.
• Regulatory Examination/RE5 required.
• Criminal clearance required.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Oral Communications

Education

Senior Certificate (Matric / Grade 12 / NQF 4)

NQF Level 4 - Grade 12

Job description

A leading insurance company in Gqeberha is seeking dynamic individuals to join their team. The role involves championing customers' financial journeys through effective planning and advice. Candidates should possess relevant industry experience and a Senior Certificate, along with skills like consultative selling and customer service. This is a fantastic opportunity to grow in a supportive environment.