Aspiring Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA) · hermanus, overberg district municipality, South-Africa

Location
hermanus
Job Type
Full-time
Posted
July 01, 2026

Job Description

Responsibilities

  • Champion our valued customers to achieve their lifetime goals
  • Identify their financial needs
  • Provide sound financial advice
  • Recommend and implement fit‑for‑purpose financial plans and solutions

Competencies

  • 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
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • En...

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