Emerging Financial Advisor: Build Trusted Client Plans

Old Mutual South Africa; Kokstad; Presencial; ZAR 180 000 - 320 000; Tempo integral

Resumo da oferta

Old Mutual South Africa is seeking self-motivated individuals to become financial advisers in Kokstad, KwaZulu-Natal. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound financial advice, and implementing suitable financial plans and solutions.

The position emphasizes entrepreneurial spirit, client-focused service, and consultative selling within one of Africa's leading insurance companies. Closing date is 30 March 2027.

Qualificações

• Role targets self-motivated individuals with an entrepreneurial spirit.
• Qualifying candidates should have basic formal education as listed and strong consultative selling skills.
• Understanding customers and building relationships are essential for success.

Responsabilidades

• Identify and assess clients' financial needs and lifetime goals.
• Provide sound financial advice and recommend fit-for-purpose plans and solutions.

Conhecimentos

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

Formação académica

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Descrição da oferta de emprego

Old Mutual South Africa is seeking self-motivated individuals to become financial advisers in Kokstad, KwaZulu-Natal. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, offering sound financial advice, and implementing suitable financial plans and solutions.

The position emphasizes entrepreneurial spirit, client-focused service, and consultative selling within one of Africa's leading insurance companies. Closing date is 30 March 2027.