Emerging Financial Advisor: Build Client Wealth

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on identifying clients' financial needs, offering sound advice, and implementing tailored financial plans to help customers reach lifetime goals.

Candidates should demonstrate strong consultative selling skills, customer-centric service, and an entrepreneurial spirit to build lasting relationships and drive business growth within Africa's leading insurance company.

Qualifications

• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build and maintain trusted relationships with customers.

Responsibilities

• Champion valued customers to achieve lifetime goals.
• Identify sales opportunities and convert prospects into clients.
• Provide excellent customer service and maintain customer understanding.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Education

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on identifying clients' financial needs, offering sound advice, and implementing tailored financial plans to help customers reach lifetime goals.

Candidates should demonstrate strong consultative selling skills, customer-centric service, and an entrepreneurial spirit to build lasting relationships and drive business growth within Africa's leading insurance company.