Emerging Financial Advisor: Help Clients Plan Futures

Old Mutual South Africa; Evaton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Gauteng seeks self-motivated individuals to join as Financial Advisers. You will champion customers to meet lifetime financial goals by assessing needs and offering suitable plans.

Role emphasizes consultative selling, building trust and strong customer relationships while identifying sales opportunities and delivering fit-for-purpose financial solutions within a dynamic insurance environment.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Identify customers' financial needs and 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

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, National or Occupational Certificate or equivalent (Required)

Tools

CRM software

Salesforce

Job description

Old Mutual South Africa in Gauteng seeks self-motivated individuals to join as Financial Advisers. You will champion customers to meet lifetime financial goals by assessing needs and offering suitable plans.

Role emphasizes consultative selling, building trust and strong customer relationships while identifying sales opportunities and delivering fit-for-purpose financial solutions within a dynamic insurance environment.