Financial Adviser – Help Clients Achieve Lifetime Goals

Old Mutual Limited; De Aar; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated individuals to become Financial Advisers. You will champion customers to reach lifetime goals by identifying needs, offering sound financial advice, and implementing tailored financial plans and solutions.

The role requires a client-centric mindset, consultative selling skills, and a drive to build lasting relationships within a leading insurance company.

Qualifications

• Knowledge of financial services and client-centric advice.
• Ability to assess client needs and propose suitable solutions.

Responsibilities

• Identify customers' financial needs and goals.
• Provide sound financial advice and product recommendations.
• Implement and review financial plans with clients.

Skills

Building Trust

Consultative Selling

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual Limited in South Africa seeks self-motivated individuals to become Financial Advisers. You will champion customers to reach lifetime goals by identifying needs, offering sound financial advice, and implementing tailored financial plans and solutions.

The role requires a client-centric mindset, consultative selling skills, and a drive to build lasting relationships within a leading insurance company.