Emerging Financial Advisor - Craft Client-Focused Plans

Old Mutual South Africa; Giyani; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is looking for self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role centers on championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.

You will recommend and implement fit-for-purpose financial plans and solutions. The position emphasizes building trust, consultative selling, and strengthening customer

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify clients' financial needs, provide sound financial advice, and recommend and implement fit-for-purpose financial plans and solutions.
• Join one of Africa's leading insurance companies.

Responsibilities

• Champion valued customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose financial plans and solutions.
• Build relationships and identify sales opportunities within the client base.

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, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is looking for self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role centers on championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.

You will recommend and implement fit-for-purpose financial plans and solutions. The position emphasizes building trust, consultative selling, and strengthening customer