Aspiring Financial Adviser (Ladysmith, Dundee)

📝 About the role

Old Mutual is recruiting Aspiring Financial Advisers for Ladysmith, Dundee and surrounds (full time). The role helps customers reach lifetime goals by identifying financial needs, giving sound advice and implementing suitable financial plans.

✅ Key duties

• Identify customers' financial needs
• Provide sound financial advice
• Recommend and implement fit-for-purpose financial plans and solutions
• Find and qualify prospects and build customer relationships

🎓 Requirements

• NQF Level 4: Grade 12, school leaving certificate, National or Occupational Certificate or equivalent
• Self-motivated with an entrepreneurial spirit
• Skills: consultative and direct selling, customer service, building trust, oral communication, sales data management