Emerging Financial Advisor: Build Trusted Plans

Old Mutual South Africa; Polokwane; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Polokwane is seeking an aspiring Financial Adviser to champion customers by identifying financial needs and providing sound advice. The ideal candidate will have a Matric certificate and possess skills in consultative selling and customer service. This full-time role offers an opportunity for an internship level experience while helping customers achieve their financial goals.

Responsibilities

• Champion valued customers to achieve their lifetime goals by identifying their financial needs.
• Provide sound financial advice.
• Recommend and implement 'fit for purpose' financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

A financial services firm in Polokwane is seeking an aspiring Financial Adviser to champion customers by identifying financial needs and providing sound advice. The ideal candidate will have a Matric certificate and possess skills in consultative selling and customer service. This full-time role offers an opportunity for an internship level experience while helping customers achieve their financial goals.