Strategic Financial Advisor

Old Mutual South Africa; Bloemfontein; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to identify financial needs, provide sound advice, and implement appropriate financial plans and solutions. A strong entrepreneurial spirit and consultative selling are essential to success.

The position emphasizes building trust, customer understanding, and managing sales opportunities while delivering exceptional service to clients.

Qualifications

• NQF Level 4 or higher education as required for the role.
• Strong communication and interpersonal skills expected.

Responsibilities

• Champion our customers by identifying financial needs and providing sound financial advice.
• Develop and implement fit-for-purpose financial plans and solutions.
• Engage with clients to build trust and long-term relationships.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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 as Financial Advisers. The role focuses on championing customers to identify financial needs, provide sound advice, and implement appropriate financial plans and solutions. A strong entrepreneurial spirit and consultative selling are essential to success.

The position emphasizes building trust, customer understanding, and managing sales opportunities while delivering exceptional service to clients.