Financial Adviser: Build Trust, Shape Clients’ Futures

Old Mutual South Africa; De Aar; Sur place; ZAR 180 000 - 320 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers, helping clients plan for lifetime goals with tailored financial plans. You will identify needs, provide advice, and implement suitable solutions while building lasting relationships.

We value entrepreneurial spirit and customer-centric selling, with opportunities to grow within one of Africa's leading insurance companies. Closing date applies as listed.

Qualifications

• NQF Level 4 - Grade 12 or equivalent is required.
• Strong interpersonal and communication skills.
• Ability to identify client needs and tailor financial advice.

Responsabilités

• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals and manage relationships.
• Drive direct selling opportunities and contribute to growth targets.

Connaissances

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

Formation

NQF Level 4 - Grade 12

Description du poste

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers, helping clients plan for lifetime goals with tailored financial plans. You will identify needs, provide advice, and implement suitable solutions while building lasting relationships.

We value entrepreneurial spirit and customer-centric selling, with opportunities to grow within one of Africa's leading insurance companies. Closing date applies as listed.