Entrepreneurial Financial Adviser: Build Impact in Africa

Old Mutual; uMhlabuyalingana Local Municipality; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in uMhlabuyalingana Local Municipality is seeking dynamic individuals to become Financial Advisers. The role involves helping customers achieve their financial goals through tailored advice and solutions. Ideal candidates are self-motivated with an entrepreneurial spirit. A Grade 12 certificate or equivalent is required, and strong customer relationship skills are essential.

Responsibilities

• Championing valued customers to achieve lifetime goals.
• Identifying financial needs and providing sound financial advice.
• Implementing 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 or equivalent

Job description

A leading insurance company in uMhlabuyalingana Local Municipality is seeking dynamic individuals to become Financial Advisers. The role involves helping customers achieve their financial goals through tailored advice and solutions. Ideal candidates are self-motivated with an entrepreneurial spirit. A Grade 12 certificate or equivalent is required, and strong customer relationship skills are essential.