Part-Time Financial Planner

Old Mutual Limited; Pinetown, Hillcrest; Vor Ort; ZAR 67.000 - 134.000; Teilzeit

Zusammenfassung

Old Mutual Limited is seeking a Part-time Financial Adviser to serve clients in Hillcrest, Bothas Hill, Assagay, Pinetown, and New Germany. The role leverages an existing network and in-segment market to provide tailored financial advice, while complying with regulatory standards.

The ideal candidate holds Grade 12 or equivalent and demonstrates strong communication, planning, and entrepreneurial mindset to build trust and close sales opportunities in a dynamic environment.

Qualifikationen

• Grade 12 or equivalent is required.
• Strong communication and planning skills essential.
• Experience in financial services or sales is advantageous.

Aufgaben

• Assist clients with financial advice in the Hillcrest/Pinetown area.
• Utilise the in-segment market and existing network to drive value propositions.
• Adhere to DOFA/Fit & proper standards and maintain compliance.

Kenntnisse

Building Trust

Consultative Selling

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

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Jobbeschreibung

Old Mutual Limited is seeking a Part-time Financial Adviser to serve clients in Hillcrest, Bothas Hill, Assagay, Pinetown, and New Germany. The role leverages an existing network and in-segment market to provide tailored financial advice, while complying with regulatory standards.

The ideal candidate holds Grade 12 or equivalent and demonstrates strong communication, planning, and entrepreneurial mindset to build trust and close sales opportunities in a dynamic environment.