Emerging Financial Advisor | Build Trusted Plans

Old Mutual South Africa; George; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. You will identify clients’ financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Role emphasizes building trust, consultative selling, and helping customers achieve their lifetime goals through tailored financial strategies and service excellence.

Qualifications

• Matric certificate required.
• Self-motivated with entrepreneurial spirit.
• Ability to provide sound financial advice and tailor plans.

Responsibilities

• Identify clients' financial needs and develop suitable advisory plans.
• Champion customers to achieve lifetime financial goals and cross-sell appropriate 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

Old Mutual South Africa seeks self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. You will identify clients’ financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Role emphasizes building trust, consultative selling, and helping customers achieve their lifetime goals through tailored financial strategies and service excellence.