Financial Advisor in Training: Shape Clients' Futures

Old Mutual South Africa; Phuthaditjhaba; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa in South Africa seeks self-motivated individuals to join as Financial Advisers, championing customers to achieve lifetime goals by identifying financial needs and offering sound advice.

You will recommend and implement fit-for-purpose financial plans, build trust, and maintain strong customer relationships while delivering consultative selling and service excellence.

Qualifications

• Builds trust with clients and demonstrates consultative selling.
• Identifies client needs and proactively manages sales opportunities.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

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

Grade 12 / equivalent

Job description

Old Mutual South Africa in South Africa seeks self-motivated individuals to join as Financial Advisers, championing customers to achieve lifetime goals by identifying financial needs and offering sound advice.

You will recommend and implement fit-for-purpose financial plans, build trust, and maintain strong customer relationships while delivering consultative selling and service excellence.