Financial Advisor: Shape Clients’ Futures with Smart Plans

Old Mutual South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Africa seeks dynamic individuals for the role of Financial Adviser in Durban. The successful candidate will champion customers by identifying their financial needs and providing sound financial advice. Applicants should have a Matriculation Certificate and possess strong selling and interpersonal skills. This position aims to help customers achieve their lifetime goals with tailored financial solutions.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in Africa seeks dynamic individuals for the role of Financial Adviser in Durban. The successful candidate will champion customers by identifying their financial needs and providing sound financial advice. Applicants should have a Matriculation Certificate and possess strong selling and interpersonal skills. This position aims to help customers achieve their lifetime goals with tailored financial solutions.