Emerging Financial Adviser: Shape Clients’ Futures

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

Job summary

A leading insurance company seeks self-motivated individuals in Lusikisiki to champion customers in achieving their financial goals. The role emphasizes providing tailored financial advice and implementing suitable financial plans. Candidates should possess a Matric certificate and demonstrate strong consultative selling and customer service skills. Closing date for applications is 29 September 2025.

Responsibilities

• Champion customers to achieve lifetime goals through financial needs assessment.
• Provide sound financial advice and recommend financial plans.
• Implement 'fit for purpose' financial solutions.

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

Matriculation Certificate (Matric)

Job description

A leading insurance company seeks self-motivated individuals in Lusikisiki to champion customers in achieving their financial goals. The role emphasizes providing tailored financial advice and implementing suitable financial plans. Candidates should possess a Matric certificate and demonstrate strong consultative selling and customer service skills. Closing date for applications is 29 September 2025.