Emerging Financial Adviser: Help Clients Reach Life Goals

Old Mutual South Africa; Vredenburg; On-site; ZAR 240,000 - 400,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers in the Western Cape region, including Vredenburg. You will help clients identify their financial goals and deliver advice and solutions tailored to their needs.

Responsibilities include consultative selling, building trust, and ongoing customer service to strengthen relationships and unlock life-time value for clients.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Focus on identifying financial needs and providing sound advice.
• Ability to recommend and implement fit-for-purpose financial plans.

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice and suitable solutions.
• Develop and implement tailored financial plans.

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers in the Western Cape region, including Vredenburg. You will help clients identify their financial goals and deliver advice and solutions tailored to their needs.

Responsibilities include consultative selling, building trust, and ongoing customer service to strengthen relationships and unlock life-time value for clients.