Emerging Financial Advisor: Build Trusted Plans

Old Mutual South Africa; Klerksdorp; On-site; ZAR 150,000 - 230,000; Full time

Job summary

Old Mutual South Africa in South Africa is seeking individuals who aspire to be Financial Advisers. The role focuses on championing customers to achieve lifetime goals by identifying their financial needs and delivering tailored financial plans.

You will provide sound financial advice, recommend suitable solutions, and implement fit-for-purpose plans while maintaining a customer-centric approach within one of Africa's leading insurers.

Qualifications

• NQF Level 4 or Grade 12 or equivalent (Required).
• Self-motivated and dynamic with an entrepreneurial spirit.

Responsibilities

• Champion customers to achieve lifetime goals by identifying their financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans and solutions.
• Implement financial plans and solutions for clients.

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

NQF Level 4

Grade 12

Job description

Old Mutual South Africa in South Africa is seeking individuals who aspire to be Financial Advisers. The role focuses on championing customers to achieve lifetime goals by identifying their financial needs and delivering tailored financial plans.

You will provide sound financial advice, recommend suitable solutions, and implement fit-for-purpose plans while maintaining a customer-centric approach within one of Africa's leading insurers.