Aspiring Financial Advisor (Amanzimtoti)

Old Mutual South Africa; Durban; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking company as a Financial Advisor, where you'll play a vital role in helping customers achieve their financial dreams. This dynamic position requires a self-motivated individual with a passion for consultative selling and customer service. You'll be at the forefront of identifying financial needs, providing expert advice, and crafting personalized financial solutions. With a commitment to building trust and strengthening customer relationships, you'll thrive in an environment that values diversity and entrepreneurial spirit. If you're ready to make a difference in people's lives, this opportunity is perfect for you.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are encouraged to apply.
• Candidates should possess strong consultative selling skills.

Responsibilities

• Champion customers to achieve their financial goals through sound advice.
• Identify financial needs and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Software

Customer Feedback Management

Strengthening Customer Relationships

Identifying Sales Opportunities

Education

NQF Level 5 - Higher Certificate

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing 'fit for purpose' financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer Focus
• 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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

30 May 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.