Future Financial Adviser: Build Trusted Client Relationships

Old Mutual South Africa; Alberton; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become financial advisers. You will champion customers, identify financial needs, and provide sound advice to help achieve lifetime goals.

Responsibilities include recommending and implementing fit-for-purpose financial plans and solutions, with a focus on consultative selling and building lasting customer relationships.

Qualifications

• Matric is required.
• Self-motivated, dynamic to join a leading insurance company.

Responsibilities

• Champion customers to achieve lifetime goals through identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and 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 become financial advisers. You will champion customers, identify financial needs, and provide sound advice to help achieve lifetime goals.

Responsibilities include recommending and implementing fit-for-purpose financial plans and solutions, with a focus on consultative selling and building lasting customer relationships.