Aspiring Financial Adviser: Build Trusted Clients

Old Mutual Limited; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading insurance company in the UK, is seeking Aspiring Financial Advisers to join their team. The role is focused on championing customer needs and providing tailored financial advice to help achieve financial goals. Candidates should be self-motivated with an entrepreneurial spirit, possessing strong skills in trust-building, consultative selling, and customer service. This position offers the opportunity for substantial customer interaction and personal growth in the financial sector.

Qualifications

• Self-motivated with an entrepreneurial spirit.
• Ability to build trust and effectively communicate with customers.
• Experience in consultative selling and customer service.

Responsibilities

• Champion our valued customers by identifying their financial needs.
• Provide sound financial advice and implement financial plans.
• Develop strong customer relationships through effective communication.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

A leading insurance company in the UK, is seeking Aspiring Financial Advisers to join their team. The role is focused on championing customer needs and providing tailored financial advice to help achieve financial goals. Candidates should be self-motivated with an entrepreneurial spirit, possessing strong skills in trust-building, consultative selling, and customer service. This position offers the opportunity for substantial customer interaction and personal growth in the financial sector.