Future Financial Adviser: Build Trust & Impact

Old Mutual South Africa; Bloemfontein; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors in Bloemfontein. The role centers on identifying clients' financial needs and delivering fit-for-purpose financial plans.

Expect to build trust through consultative selling, strengthen customer relationships, and pursue sales opportunities while adhering to company policies and equity guidelines.

Qualifications

• Aspires to be a Financial Adviser.
• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Role involves identifying financial needs and providing fit-for-purpose financial plans.

Responsibilities

• Champion valued customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose financial plans.

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors in Bloemfontein. The role centers on identifying clients' financial needs and delivering fit-for-purpose financial plans.

Expect to build trust through consultative selling, strengthen customer relationships, and pursue sales opportunities while adhering to company policies and equity guidelines.