Financial Adviser: Build Trusted Financial Plans

Old Mutual; Estcourt; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company is seeking a Financial Adviser to join their team in Estcourt, KwaZulu-Natal. The ideal candidate will have a minimum of Matric and 12 months of experience in financial services, alongside excellent communication and customer relationship management skills. Responsibilities include translating customer interactions into sales opportunities while adhering to required qualifications. Apply to be part of a dynamic organization dedicated to new opportunities in South Africa.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months' financial services experience.
• Completion of Long-term Insurance Class of Business.

Responsibilities

• Translate customer engagements into sales.
• Manage customer feedback effectively.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

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

Job description

A leading financial services company is seeking a Financial Adviser to join their team in Estcourt, KwaZulu-Natal. The ideal candidate will have a minimum of Matric and 12 months of experience in financial services, alongside excellent communication and customer relationship management skills. Responsibilities include translating customer interactions into sales opportunities while adhering to required qualifications. Apply to be part of a dynamic organization dedicated to new opportunities in South Africa.