Financial Advisor: Help Clients Achieve Lifetime Goals

EdUpStairs; Howick, Estcourt, Pietermaritzburg; On-site; ZAR 300,000 - 550,000; Full time

Job summary

Old Mutual is looking for self-motivated individuals with an entrepreneurial spirit to become Financial Advisors. The role focuses on understanding clients' financial needs, offering sound advice, and crafting fit-for-purpose financial plans and solutions to help clients achieve their lifetime goals.

The successful candidate will champion customers, build trust, and identify opportunities while working with Africa's leading insurance company.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Experience in identifying client financial needs and providing sound financial advice is desirable.
• Ability to develop and implement fit-for-purpose financial plans and solutions.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals through financial guidance.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

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

Job description

Old Mutual is looking for self-motivated individuals with an entrepreneurial spirit to become Financial Advisors. The role focuses on understanding clients' financial needs, offering sound advice, and crafting fit-for-purpose financial plans and solutions to help clients achieve their lifetime goals.

The successful candidate will champion customers, build trust, and identify opportunities while working with Africa's leading insurance company.