Future Financial Adviser: Build Trust, Shape Client Plans

oldmutual; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

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

The role requires an entrepreneurial spirit, consultative selling, and strong relationship-building skills to drive successful outcomes for clients in Africa's leading insurance

Qualifications

• Matric required with good academic record.
• Self-motivated, entrepreneurial mindset and client focus.
• Strong communication and selling abilities.

Responsibilities

• Identify clients' financial needs and life goals.
• Provide sound financial advice and suitable plans.
• Recommend and implement fit-for-purpose financial 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

Matriculation Certificate (Matric)

Job description

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

The role requires an entrepreneurial spirit, consultative selling, and strong relationship-building skills to drive successful outcomes for clients in Africa's leading insurance