Aspiring financial adviser

Job Overview

Old Mutual, a premium African financial services organisation, is looking for self‑motivated and dynamic individuals to join as a Financial Adviser. The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit for purpose financial plans and solutions.

Responsibilities

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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 Competencies Action Oriented Balances Stakeholders Builds Networks Collaborate...