Aspiring Financial Adviser

Old Mutual South Africa; Worcester (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Old Mutual South Africa seeks an aspiring Financial Advisor to champion customers toward achieving their lifetime goals by identifying financial needs and delivering sound financial advice with tailored plans.

The role emphasizes consultative selling, building trust and strong customer service, driving client relationships and business growth.

Qualifications

• Matriculation certificate is required.
• Role focuses on consultative selling and customer service.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

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

Education

Matriculation Certificate (Matric)

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• 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

Matriculation Certificate (Matric)

Closing Date

29 November 2026 , 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.

The Old Mutual Story!