Future Financial Adviser: Build Trust & Grow Clients

Old Mutual Limited; Gariep Local Municipality; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join Africa’s leading insurance company as Financial Advisers. You will identify clients’ financial needs, offer trusted advice and design fit-for-purpose financial plans to help customers meet lifetime goals.

The role emphasizes building trust, consultative selling and proactive customer engagement to uncover opportunities while delivering exceptional service and solutions tailored to client goals.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement plans.
• Maintain customer relationships and identify sales opportunities.

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

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Tools

Sales Software

Job description

Old Mutual Limited is seeking self-motivated individuals to join Africa’s leading insurance company as Financial Advisers. You will identify clients’ financial needs, offer trusted advice and design fit-for-purpose financial plans to help customers meet lifetime goals.

The role emphasizes building trust, consultative selling and proactive customer engagement to uncover opportunities while delivering exceptional service and solutions tailored to client goals.