Aspiring Financial Adviser (Ladysmith, Dundee and Surrounds)

Aspiring Financial Adviser with Old Mutual in South Africa. Role focuses on championing customers to achieve lifetime financial goals by identifying needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions. Key competencies include building trust, consultative selling, customer service, identifying sales opportunities, oral communication, probing questions, qualifying prospects, and strategic selling; experience with sales data management and relevant sales software is noted. Role contributes to a leading African financial services organization across multiple market segments, within a culture of customer-focused outcomes.