Future Financial Adviser, Three Rivers & Vereeniging

Old Mutual Limited; Vereeniging; Presencial; ZAR 120.000 - 240.000; Jornada completa

Descripción de la vacante

Aspiring Financial Adviser role at Old Mutual Limited in Vereeniging invites self-motivated individuals to help clients identify financial needs and craft tailored plans. You will provide sound advice and implement suitable financial solutions to support lifetime goals.

The position is full-time, based on-site in Vereeniging, with an Employment Equity plan guiding appointment. Applicants must have at least a Grade 12 or equivalent qualification and demonstrate an entrepreneurial spirit.

Formación

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).
• Self-motivated and dynamic individuals with an entrepreneurial spirit.

Responsabilidades

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime financial goals.

Conocimientos

Building Trust

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Direct Selling

Identifying Sales Opportunities

Oral Communications

Customer Understanding

Strategic Selling

Educación

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

Herramientas

Sales Software

Descripción del empleo

Aspiring Financial Adviser role at Old Mutual Limited in Vereeniging invites self-motivated individuals to help clients identify financial needs and craft tailored plans. You will provide sound advice and implement suitable financial solutions to support lifetime goals.

The position is full-time, based on-site in Vereeniging, with an Employment Equity plan guiding appointment. Applicants must have at least a Grade 12 or equivalent qualification and demonstrate an entrepreneurial spirit.