Emerging Financial Adviser - Build Trusted Client Impact

Old Mutual Limited; De Aar; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited invites dynamic individuals to join Africa's leading insurer as Aspires to be a Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and providing sound advice.

You will recommend and implement fit-for-purpose plans, engage in consultative selling and build lasting client relationships while upholding our commitment to service excellence.

Qualifications

• NQF Level 4 - Grade 12, or equivalent (Required).
• Self-motivated and dynamic, entrepreneurial spirit with strong customer focus.
• Strong consultative selling and relationship-building abilities.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion our customers to achieve their lifetime goals and deliver excellent service.

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 (Required)

Job description

Old Mutual Limited invites dynamic individuals to join Africa's leading insurer as Aspires to be a Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and providing sound advice.

You will recommend and implement fit-for-purpose plans, engage in consultative selling and build lasting client relationships while upholding our commitment to service excellence.