Emerging Financial Advisor: Craft Plans & Build Trust

Old Mutual Limited; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Durban invites dynamic individuals to join as aspiring Financial Advisors. You will identify clients' financial needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions to help them achieve lifetime goals.

We seek self-motivated professionals with an entrepreneurial spirit, strong consultative selling skills, and a commitment to customer service excellence to build lasting relationships and drive growth within Africa's leading insurer.

Qualifications

• Proven ability to identify clients' financial needs and offer relevant plans.
• Strong consultative selling skills and a customer-first mindset.
• Ability to build trust and manage customer feedback effectively.
• Excellent communication and relationship-building capabilities.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals through proactive engagement.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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 Limited in Durban invites dynamic individuals to join as aspiring Financial Advisors. You will identify clients' financial needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions to help them achieve lifetime goals.

We seek self-motivated professionals with an entrepreneurial spirit, strong consultative selling skills, and a commitment to customer service excellence to build lasting relationships and drive growth within Africa's leading insurer.