Emerging Financial Adviser: Build Trusted Client Plans

Old Mutual South Africa; Sasolburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers in South Africa. The role focuses on identifying clients' financial needs, offering sound financial advice, and designing fit-for-purpose plans and solutions.

You will champion customer outcomes, build trust, and drive direct selling while maintaining high service standards. Requirements include NQF Level 4 and a Grade 12 certificate, with Employment Equity considerations guiding appointments.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies.
• Identify clients' financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Responsibilities

• Identify clients' financial needs and provide fit-for-purpose financial plans and solutions.
• Provide sound financial advice and implement recommendations.
• Champion customers to achieve lifetime goals through consulting and selling.
• Build trust and maintain strong client relationships while identifying sales opportunities.

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 South Africa is seeking self-motivated individuals to join as Financial Advisers in South Africa. The role focuses on identifying clients' financial needs, offering sound financial advice, and designing fit-for-purpose plans and solutions.

You will champion customer outcomes, build trust, and drive direct selling while maintaining high service standards. Requirements include NQF Level 4 and a Grade 12 certificate, with Employment Equity considerations guiding appointments.