Entrepreneurial Financial Advisor — Shape Africa's Future

Old Mutual Life Assurance Company (SA) Ltd (PFA); Bushbuckridge; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a self-motivated Financial Advisor to champion customers' lifetime goals by assessing financial needs, providing sound advice, and recommending fit-for-purpose plans.

You will build trust through consultative selling, identify sales opportunities, and guide clients from prospecting to implementation while delivering excellent customer service.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a self-motivated Financial Advisor to champion customers' lifetime goals by assessing financial needs, providing sound advice, and recommending fit-for-purpose plans.

You will build trust through consultative selling, identify sales opportunities, and guide clients from prospecting to implementation while delivering excellent customer service.