Future Financial Advisor: Shape Clients' Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA); Orkney; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to become Financial Advisers. You will identify clients' financial needs, provide sound financial guidance, and design solutions that fit lifetime goals.

As a trusted adviser, you will build relationships, present plans, and support customers through the sales process while upholding ethical standards and the company's growth objectives.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
• Experience in selling financial advice or insurance products is advantageous.
• Ability to understand and explain financial plans and solutions clearly.

Responsibilities

• Identify client needs and financial goals and recommend appropriate plans.
• Provide sound financial advice and implement fit-for-purpose solutions.
• Build and strengthen customer relationships throughout the sales process.

Skills

Building Trust

Consultative Selling

Customer Service

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)

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to become Financial Advisers. You will identify clients' financial needs, provide sound financial guidance, and design solutions that fit lifetime goals.

As a trusted adviser, you will build relationships, present plans, and support customers through the sales process while upholding ethical standards and the company's growth objectives.