Aspiring Financial Advisor (Butterworth)

Old Mutual; Seberang Perai; On-site; MYR 30,000 - 60,000; Full time

Job summary

Join a forward-thinking insurance company as an Aspiring Financial Advisor in Butterworth. This role offers a unique opportunity for self-motivated individuals with an entrepreneurial spirit to provide valuable financial advice to clients. You will be instrumental in helping customers identify their financial needs and achieve their lifetime goals. With a strong support system and a focus on personal growth, this position is perfect for those looking to make a meaningful impact in the financial services sector. Embark on a rewarding career journey with a company that values diversity and empowers its advisors.

Qualifications

• Self-motivated individuals with a passion for financial advisory.
• Ability to provide sound financial advice and solutions.

Responsibilities

• Help customers achieve their financial goals through tailored advice.
• Identify financial needs and recommend suitable plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software Knowledge

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher Certificate

Job description

Aspiring Financial Advisor (Butterworth)

Apply locations: Butterworth | Posted on: Yesterday | Job Requisition ID: JR-66137

Join Africa's Leading Insurance Company!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspiring to be a Financial Advisor

We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join our team. As a Financial Advisor, you will help our valued customers achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending suitable financial plans and solutions.

Skills Required

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer-Focused Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communication
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software Knowledge
• Strategic Selling
• Strengthening Customer Relationships

Key Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Educational Requirements

NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent

Application Deadline

30 May 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

About Old Mutual

Why Choose PFA?

Personal Financial Advice (PFA) is Old Mutual's largest distribution channel, with over 2,500 advisers across South Africa. PFA empowers you to build a bold financial future with the tools and confidence to provide exceptional advice and service.

Whether you are a recent graduate or an experienced adviser seeking a new challenge, we will support you in reaching new heights in your career.

Join our PFA family and build your career on a strong foundation of diverse financial services, with our people at the core of everything we do.