Aspiring financial adviser (welkom / hoopstad)

Overview

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about 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 Identify clients’ financial needs and provide sound financial advice. Recommend and implement fit-for-purpose financial plans and solutions. Champion customer outcomes by building trust and delivering consultative service. Engage with prospects to identify opportunities and progress sales from inquiry to close. Maintain accurate sales data and manage customer feedback to improve service. Skills ...