Future Financial Advisor: Shape Lifelong Goals for Africa

Old Mutual Limited; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Durban is seeking self-motivated individuals to join as Financial Advisors, championing customers in achieving lifetime goals by identifying financial needs and recommending fit-for-purpose plans.

You will provide sound financial advice and engage in consultative selling across life, savings, and other solutions, while upholding our service ethos and career opportunities within Africa's leading insurer.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit.
• Strong consultative selling and relationship-building skills.
• Ability to identify needs and present appropriate financial plans.

Responsibilities

• Champion customers to identify financial needs and lifetime goals.
• Provide sound financial advice and implement fit-for-purpose plans.

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited in Durban is seeking self-motivated individuals to join as Financial Advisors, championing customers in achieving lifetime goals by identifying financial needs and recommending fit-for-purpose plans.

You will provide sound financial advice and engage in consultative selling across life, savings, and other solutions, while upholding our service ethos and career opportunities within Africa's leading insurer.