Financial Advisory Trainee: Shape Clients' Futures

EdUpStairs; Vanderbijlpark; Presencial; ZAR 180 000 - 300 000; Tempo integral

Resumo da oferta

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in South Africa. You will champion customers to achieve lifetime goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Education requirements include NQF Level 4 / Grade 12, emphasizing a professional, customer-focused mindset. The role emphasizes consultative selling, building trust, and strengthening customer relationships in a dynamic insurance

Qualificações

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

Responsabilidades

• Identify clients' financial needs and goals.
• Provide sound financial advice based on client situation.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Assist clients to achieve lifetime goals by financial planning.

Conhecimentos

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Formação académica

NQF Level 4

Grade 12

National Certificate

Occupational Certificate

Descrição da oferta de emprego

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in South Africa. You will champion customers to achieve lifetime goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Education requirements include NQF Level 4 / Grade 12, emphasizing a professional, customer-focused mindset. The role emphasizes consultative selling, building trust, and strengthening customer relationships in a dynamic insurance