Financial Adviser
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Witbank • 🇿🇦 South Africa
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Champion customers to achieve their lifetime goals by identifying their financial needs
- Provide sound financial advice and recommend fit-for-purpose financial plans and solutions
- Implement financial plans and solutions and manage client relationships
- Build and grow an independent advisory practice within Old Mutual's PFA channel
- Deliver exceptional advice and quality service to customers
Requirements
- Matriculation Certificate (Matric) (Required)
- Self-motivated and dynamic individuals with entrepreneurial spirit
- Skills: Building Trust; Consultative Selling; Direct Selling; Customer Service; Customer Understanding; Identifying Sales Opportunities; Sales Data Management; Sales Software; Oral Communications; Probing Questions; Qualifying Prospects
- Competencies: Action Oriented; Balances Stakeholders; Builds Networks; Collaborates; Communicates Effectively; Customer Focus; Decision Quality; Ensures Accountability
- Ability to provide financial advice and implement financial plans
Benefits
- World-class tools and support
- Opportunity to build practice within an established multinational financial services
- Empowerment and confidence to run your own practice
- Access to Personal Financial Advice (PFA) distribution channel and adviser network
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advicefinancial planssales data managementconsultative sellingdirect sellingcustomer serviceidentifying sales opportunities
Soft skills
self-motivateddynamicentrepreneurial spiritbuilding trustoral communicationsprobing questionsqualifying prospectsaction orientedcustomer focuscollaborates
Certifications
Matriculation Certificate