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Aspiring Financial Adviser

Company

Old Mutual South Africa

Location

cape town, South-Africa

Type

Full-time

Overview

We are looking for self‑motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on 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.

Responsibilities

  • Champion our valued customers to achieve their lifetime goals by identifying their financial needs.
  • Provide sound financial advice and recommend 'fit for purpose' financial plans and solutions.

Skills

  • Building Trust
  • Consultative Selling
  • Customer Feedback Management
  • Customer-Focused
  • Customer Service
  • Customer Understanding
  • Direct Selling
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • ...

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