Emerging Financial Advisor: Build Trust & Impact

Old Mutual South Africa; Durban; Presencial; ZAR 180 000 - 300 000; Tempo integral

Resumo da oferta

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to meet lifetime financial goals by identifying needs, providing sound advice, and recommending fit-for-purpose plans and solutions.

Ideal candidates demonstrate consultative selling, strong customer focus, and the ability to build trust through direct selling and identifying sales opportunities.

Qualificações

• Role focuses on identifying financial needs and providing sound financial advice.
• Implementing fit-for-purpose financial plans and solutions.
• Self-motivated and entrepreneurial mindset desirable.

Responsabilidades

• Champion customers to achieve lifetime financial goals.
• Identify needs, advise and implement plans.
• Build trusted relationships and cross-sell relevant solutions.

Conhecimentos

Building Trust

Consultative Selling

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Formação académica

NQF Level 4 or equivalent

Descrição da oferta de emprego

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to meet lifetime financial goals by identifying needs, providing sound advice, and recommending fit-for-purpose plans and solutions.

Ideal candidates demonstrate consultative selling, strong customer focus, and the ability to build trust through direct selling and identifying sales opportunities.