Launch Your Financial Advisory Career

Old Mutual South Africa; Rustenburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking individuals who aspire to be Financial Advisers. The role focuses on identifying clients' financial needs, providing sound financial advice and recommending fit-for-purpose plans, helping customers achieve lifetime goals.

The successful candidate will champion customer service, build relationships and grow with Africa's leading insurer. Join a dynamic team at Old Mutual South Africa and develop expertise in financial planning, client engagement and consultative

Qualifications

• NQF Level 4 or higher is required.
• Strong interpersonal and communication skills.
• Proven ability to understand client needs and provide sound financial advice.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customer service and build lasting relationships.

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 individuals who aspire to be Financial Advisers. The role focuses on identifying clients' financial needs, providing sound financial advice and recommending fit-for-purpose plans, helping customers achieve lifetime goals.

The successful candidate will champion customer service, build relationships and grow with Africa's leading insurer. Join a dynamic team at Old Mutual South Africa and develop expertise in financial planning, client engagement and consultative