Aspiring Financial Adviser – PMB, Howick, Estcourt & Surrounds
Old Mutual · Pietermaritzburg
Job description
About the role
As an Aspiring Financial Adviser you will champion our valued customers, helping them achieve their lifetime financial goals. You will identify their financial needs, provide sound advice and recommend fit‑for‑purpose financial plans and solutions.
Key responsibilities
- Engage with customers to understand their financial objectives.
- Analyse client information and identify appropriate financial products.
- Deliver consultative advice and develop tailored financial plans.
- Implement recommended solutions and monitor their performance.
- Maintain accurate records of client interactions and sales data.
Required profile
- Self‑motivated, dynamic individual with an entrepreneurial spirit.
- Possess an NQF Level 5 Higher, Advanced or Occupational Certificate or equivalent.
- Strong communication and relationship‑building abilities.
Required skills
- Sales Software
What we offer
- Opportunity to grow within one of Africa’s leading insurance companies.
- Comprehensive training and mentorship.
- Exposure to a diverse client base across multiple regions.
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Published 1 month ago
Expires 4 days from now
42 views · 0 interested
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Old Mutual
Pietermaritzburg
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