Financial Advisor: Help Clients Achieve Lifelong Goals

Old Mutual South Africa; Gqeberha; On-site; ZAR 250 000 - 350 000; Full time

Job summary

Join one of Africa's leading insurance companies, Old Mutual South Africa, as a dynamic and self-motivated individual. This role focuses on identifying client financial needs and providing tailored financial advice while expanding business opportunities through customer relationships. Required qualifications include a Senior Certificate and 24 months of financial industry experience, along with essential skills in consultative selling and customer service.

Qualifications

• 24 months' financial industry experience.
• Regulatory Examination/RE5 certificate required.
• Valid Driver's License and own vehicle/access to one.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12, School leaving Certificate

Job description

Join one of Africa's leading insurance companies, Old Mutual South Africa, as a dynamic and self-motivated individual. This role focuses on identifying client financial needs and providing tailored financial advice while expanding business opportunities through customer relationships. Required qualifications include a Senior Certificate and 24 months of financial industry experience, along with essential skills in consultative selling and customer service.