Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Durban • 🇿🇦 South Africa

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

About the role

  • Champion valued customers to achieve their lifetime goals by identifying their financial needs
  • Provide sound financial advice and recommend and implement "fit for purpose" financial plans and solutions
  • Consultative selling, direct selling and identifying sales opportunities
  • Build and strengthen customer relationships and manage customer feedback
  • Use sales software and manage sales data to grow advisory practice
  • Define and grow a unique advisory career and practice within Old Mutual's PFA distribution channel

Requirements

  • Matriculation Certificate (Matric) (Required)
  • Self-motivated and dynamic individuals with a 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
  • Competencies: Action Oriented; Balances Stakeholders; Builds Networks; Collaborates; Communicates Effectively; Customer Focus; Decision Quality; Ensures Accountability
Benefits
  • Tools and confidence to provide exceptional advice and quality service
  • World-class tools and support
  • Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services
  • Opportunity to define your own destiny and build a unique career path
  • Support to build and grow your practice

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Consultative SellingDirect SellingSales Data ManagementSales Software
Soft skills
Building TrustCustomer Feedback ManagementCustomer-FocusedCustomer ServiceCustomer UnderstandingOral CommunicationsProbing QuestionsQualifying ProspectsStrategic SellingStrengthening Customer Relationships
Certifications
Matriculation Certificate