Financial Advisor: Build Trust, Shape Clients' Futures

Old Mutual South Africa; Thohoyandou; On-site; ZAR 150 000 - 250 000; Full time

Job summary

Old Mutual South Africa seeks a self-motivated Financial Advisor to drive customer engagement and achieve their financial goals. The role requires building trust through effective consultative selling strategies and a solid understanding of financial products. With a commitment to customer service and a focus on results, you'll help clients find their ideal financial solutions in a dynamic environment. Qualifications include a minimum of NQF Level 5 certification.

Qualifications

• NQF Level 5 or equivalent required.
• Dynamic sales skills needed, especially in consultative selling.
• Ability to build strong customer relationships essential.

Responsibilities

• Procure new business and expand sales with existing customers.
• Identify financial needs and provide sound financial advice.
• Implement fit-for-purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa seeks a self-motivated Financial Advisor to drive customer engagement and achieve their financial goals. The role requires building trust through effective consultative selling strategies and a solid understanding of financial products. With a commitment to customer service and a focus on results, you'll help clients find their ideal financial solutions in a dynamic environment. Qualifications include a minimum of NQF Level 5 certification.