Emerging Financial Advisor: Launch Your Advisory Career

Old Mutual Limited; Evaton; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking self-motivated and dynamic individuals to join the team as Financial Advisers, helping clients 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, building trusted relationships through consultative selling and understanding customer needs.

Qualifications

• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs.
• Providing sound financial advice, recommending and implementing '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, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited in South Africa is seeking self-motivated and dynamic individuals to join the team as Financial Advisers, helping clients 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, building trusted relationships through consultative selling and understanding customer needs.