Financial Adviser
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Polokwane • 🇿🇦 South Africa
Visit company websiteJob 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
- Build and grow a financial adviser practice within Old Mutual’s Personal Financial Advice (PFA) channel
- Use company tools and support to deliver exceptional advice and quality service to customers
- Identify and convert sales opportunities and strengthen customer relationships
Requirements
- Matriculation Certificate (Matric) (Required)
- 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
Benefits
- Empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers
- World-class tools and support
- Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services
- Career growth and entrepreneurial opportunities within Personal Financial Advice (PFA)
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 SoftwareIdentifying Sales OpportunitiesQualifying ProspectsStrategic Selling
Soft skills
Building TrustCustomer-FocusedCustomer ServiceCustomer UnderstandingOral CommunicationsProbing QuestionsStrengthening Customer Relationships
Certifications
Matriculation Certificate