Entrepreneurial Financial Adviser: Shape Africa's Future

Old Mutual South Africa; Springbok; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa is seeking a Financial Adviser to champion customers in achieving lifetime goals by identifying needs and guiding financial planning. You will provide tailored advice and execute fit-for-purpose plans in a sales-driven environment.

The role emphasizes consultative selling, building trusted relationships, and working with clients to identify opportunities for financial growth, with a strong focus on customer service and long-term engagement.

Formación

• NQF Level 4 or equivalent is required.
• Strong interpersonal and communication skills are essential.
• Self-motivated with an entrepreneurial mindset to drive client outcomes.

Responsabilidades

• Champion our customers to identify financial needs and goals.
• Provide sound financial advice and craft fit-for-purpose financial plans.
• Recommend and implement suitable solutions for clients.

Conocimientos

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Understanding

Direct Selling

Customer Feedback Management

Educación

NQF Level 4 / Grade 12 / National or Occupational Certificate or equivalent

Descripción del empleo

Old Mutual South Africa is seeking a Financial Adviser to champion customers in achieving lifetime goals by identifying needs and guiding financial planning. You will provide tailored advice and execute fit-for-purpose plans in a sales-driven environment.

The role emphasizes consultative selling, building trusted relationships, and working with clients to identify opportunities for financial growth, with a strong focus on customer service and long-term engagement.