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Entrepreneurial Financial Adviser: Build Impact in Africa

Old Mutual

KwaMakhutha

On-site

ZAR 200 000 - 300 000

Full time

13 days ago

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Job summary

A leading insurance company in South Africa is looking for self-motivated individuals to become Financial Advisers. Responsibilities include providing tailored financial advice, identifying client needs, and implementing financial plans. Candidates should have a passion for customer service and a Grade 12 qualification. This dynamic role offers an opportunity to impact clients' lives significantly.

Responsibilities

  • Champion our valued customers to achieve their lifetime goals.
  • Identify financial needs and provide sound financial advice.
  • Recommend and implement fit for purpose financial plans.

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
A leading insurance company in South Africa is looking for self-motivated individuals to become Financial Advisers. Responsibilities include providing tailored financial advice, identifying client needs, and implementing financial plans. Candidates should have a passion for customer service and a Grade 12 qualification. This dynamic role offers an opportunity to impact clients' lives significantly.
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