Aspiring Financial Adviser

Review the opportunity details below and follow the correct application method before the closing date.

Company

Old Mutual

Location

Alberton

Closing date

Not Specified

Salary

Not specified

ContractAccounting and Finance

16 applications

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Details

Description

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

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Details

Responsibilities

Identify clients’ financial needs and goals
Provide sound, compliant financial advice
Recommend and implement suitable financial plans and products
Build and maintain long-term client relationships
Grow and manage a client portfolio through prospecting and sales activities

Details

Requirements

Matric
Self-motivated with an entrepreneurial mindset
Willingness to build a career in financial advisory services
Ability to work full-time

Details

Skills & Competencies

Customer-focused and consultative selling skills
Strong communication and interpersonal skills
Ability to build trust and long-term relationships
Sales and prospecting ability
Problem-solving and decision-making skills
Results-driven and action-oriented

Application

How to apply

Read the application steps, confirm the requirements, and continue to the application page when you are ready.

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