Financial Advisor: Guide Clients to Lifelong Goals

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Durban

On-site

ZAR 180,000 - 300,000

Full time

14 days+

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to understand financial needs, offering tailored financial plans, and delivering sound financial advice to help clients achieve their lifetime goals.

The position emphasizes entrepreneurial spirit and direct customer engagement. Ideal candidates demonstrate consultative selling, trust-building, and proactive opportunity identification,

Qualifications

Experience in building trust with clients and consultative sales.
Ability to identify and close sales opportunities through needs analysis.
Effective communication and customer service skills.

Responsibilities

Champion customers to achieve lifetime goals by identifying financial needs.
Provide sound financial advice and implement fit-for-purpose financial plans.
Build and maintain trusted relationships with clients and stakeholders.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

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

Tools

Sales Software

Job description

The position emphasizes entrepreneurial spirit and direct customer engagement. Ideal candidates demonstrate consultative selling, trust-building, and proactive opportunity identification,

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