Associate Financial Advisor (New Entrant) (EPT)

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

Job summary

Join a leading insurance company as an Associate Financial Advisor and help clients achieve their financial dreams. This role is perfect for self-motivated individuals with an entrepreneurial spirit. You'll provide valuable financial advice, identify client needs, and implement tailored solutions. With a strong support system and world-class resources, you can define your career path and make a significant impact in the financial services industry. Embrace this opportunity to build a rewarding career while empowering others to secure their financial futures.

Qualifications

• Self-motivated individuals with entrepreneurial spirit sought.
• Ability to provide sound financial advice and solutions.

Responsibilities

• Champion customers to achieve financial goals.
• Identify financial needs and recommend suitable plans.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Software

Oral Communications

Identifying Sales Opportunities

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

Job description

Associate Financial Advisor (New Entrant) (EPT) page is loaded

Associate Financial Advisor (New Entrant) (EPT)

Apply locations: Butterworth | Posted on: Yesterday | Job requisition id: JR-66196

Let's Write Africa's Story Together!

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

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.

Skills

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

Competencies

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

Education

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

Closing Date

30 May 2025, 23:59

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

Why PFA is the Best

Find Financial Freedom with Personal Financial Advice

Personal Financial Advice (PFA) is the largest distribution channel in Old Mutual, with over 2,500 advisers across South Africa.

PFA not only facilitates a bolder financial future but also empowers you and your practice with the tools and confidence to provide exceptional advice and service.

Our advisers define their own destinies, forging unique and exciting career paths. Whether you're a recent graduate or an established adviser seeking a new challenge, we will support you with world-class tools and resources to elevate your career.

As part of our PFA family, you'll build on a strong foundation of established, multinational, and diverse financial services, with people at the heart of everything we do.