Entrepreneurial Financial Advisor - Build Trust & Plans

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Vanderbijlpark is seeking a self-motivated Financial Advisor. This role involves championing customers to achieve financial goals by providing sound advice and implementing suitable financial plans. Ideal candidates should possess an entrepreneurial spirit and a consultative selling approach, along with a Matric qualification. Join to make a difference in customers' lives!

Responsibilities

• Champion customers to achieve their lifetime goals through financial advice.
• Identify financial needs and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Matriculation Certificate (Matric)

Job description

A leading insurance company in Vanderbijlpark is seeking a self-motivated Financial Advisor. This role involves championing customers to achieve financial goals by providing sound advice and implementing suitable financial plans. Ideal candidates should possess an entrepreneurial spirit and a consultative selling approach, along with a Matric qualification. Join to make a difference in customers' lives!