Future Financial Adviser — Launch Your Advisory Career

Old Mutual Limited; Senekal, Bethlehem; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual Limited in the Eastern Free-State seeks an Aspiring Financial Adviser to help clients identify their financial needs and provide sound advice. The role focuses on building trust, consultative selling, and delivering tailored financial plans within a dynamic environment.

The successful candidate will support clients in Senekal and Bethlehem, embracing an entrepreneurial spirit while adhering to regulatory standards and Old Mutual South Africa’s service standards.

Qualifications

• Aspires to be a Financial Adviser
• NQF Level 4 or Grade 12, National or Occupational Certificate or equivalent (Required)
• South Africa regulatory suitability and adherence expectations

Responsabilités

• Champion customers to identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Help clients achieve lifetime financial goals through appropriate products and services.

Connaissances

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

Formation

NQF Level 4/Grade 12 or equivalent

Outils

Sales Software

Description du poste

Old Mutual Limited in the Eastern Free-State seeks an Aspiring Financial Adviser to help clients identify their financial needs and provide sound advice. The role focuses on building trust, consultative selling, and delivering tailored financial plans within a dynamic environment.

The successful candidate will support clients in Senekal and Bethlehem, embracing an entrepreneurial spirit while adhering to regulatory standards and Old Mutual South Africa’s service standards.