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About the Role

Aspires to be a Financial Adviser. The role involves championing customers to achieve their lifetime goals by identifying financial needs, providing financial advice, and recommending and implementing financial plans and solutions.

Responsibilities

• Identify customer financial needs
• Provide sound financial advice
• Recommend and implement financial plans and solutions

Requirements

• Self-motivated and dynamic individuals
• Passionate entrepreneurial spirit

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

Education Level

• Matriculation Certificate (Matric)

About the Company

• Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
• One of Africa's leading insurance companies.
• The Old Mutual Story!

Equal Opportunity

• 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.