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Strategic Financial Adviser: Grow Client Wealth in Africa

Old Mutual

Bizana

On-site

ZAR 250 000 - 350 000

Full time

2 days ago
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Job summary

A leading South African financial services provider is seeking a Financial Adviser to join their team in Bizana. The ideal candidate will have at least 12 months of experience, a Matric qualification, and a background in long-term insurance. Key responsibilities include managing customer relationships, providing financial advice, and driving sales. This position offers an opportunity to grow within a supportive environment focused on enhancing your skills and career development.

Qualifications

  • Minimum of Matric or equivalent.
  • At least 12 months’ experience as a Financial Adviser.
  • Completion of Long-term Insurance Class of Business.

Responsibilities

  • Manage customer engagements effectively to drive sales.
  • Build and maintain strong customer relationships.
  • Provide guidance and advice on financial solutions.

Skills

Consultative Selling
Customer Service
Sales Data Management
Oral Communications
Probing Questions

Education

NQF Level 4 - Grade 12
Job description
A leading South African financial services provider is seeking a Financial Adviser to join their team in Bizana. The ideal candidate will have at least 12 months of experience, a Matric qualification, and a background in long-term insurance. Key responsibilities include managing customer relationships, providing financial advice, and driving sales. This position offers an opportunity to grow within a supportive environment focused on enhancing your skills and career development.
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