Aspiring Financial Adviser jobs in United States
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Old Mutual South Africa · 1 week ago

Aspiring Financial Adviser

Old Mutual South Africa is one of Africa's leading insurance companies, seeking self-motivated and dynamic individuals to join their team. The role focuses on providing financial advice and implementing tailored financial plans to help customers achieve their lifetime goals.

Financial ServicesInsuranceLife Insurance

Responsibilities

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

Qualification

Consultative SellingCustomer ServiceSales SoftwareBuilding TrustStrategic SellingCustomer Feedback ManagementCustomer UnderstandingDirect SellingIdentifying Sales OpportunitiesProbing QuestionsQualifying ProspectsSales Data ManagementStrengthening Customer RelationshipsOral Communications

Required

Aspires to be a Financial Advisor
Self-motivated and dynamic individuals
Passionate entrepreneurial spirit
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
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Matriculation Certificate (Matric)

Company

Old Mutual South Africa

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Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

Funding

Current Stage
Late Stage
Company data provided by crunchbase