Junior Financial Adviser: Build Trust & Craft Financial Plans

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa invites self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on championing customers to reach lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans and solutions.

As a Financial Adviser, you will build trust, engage in consultative selling, and pursue opportunities while strengthening client relationships through effective service and

Qualifications

• NQF Level 4 or equivalent required.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Implement financial plans and solutions for clients.

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

Job description

Old Mutual South Africa invites self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on championing customers to reach lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans and solutions.

As a Financial Adviser, you will build trust, engage in consultative selling, and pursue opportunities while strengthening client relationships through effective service and