Junior Financial Advisor: Build Trusted Client Solutions

Old Mutual South Africa; Giyani; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join our leading insurance group as Financial Advisors. The role focuses on identifying clients' financial needs, delivering sound advice, and recommending tailored financial plans and solutions.

You will work to help customers achieve their lifetime goals and build lasting relationships. The position emphasizes consultative selling, customer service excellence, and proactive opportunity identification within a dynamic,

Qualifications

• Must be self-motivated with an entrepreneurial spirit
• Identify clients' financial needs and provide sound financial advice
• Recommend and implement fit-for-purpose financial plans and solutions

Responsibilities

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

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 is seeking self-motivated individuals to join our leading insurance group as Financial Advisors. The role focuses on identifying clients' financial needs, delivering sound advice, and recommending tailored financial plans and solutions.

You will work to help customers achieve their lifetime goals and build lasting relationships. The position emphasizes consultative selling, customer service excellence, and proactive opportunity identification within a dynamic,