Associate Financial Adviser

Old Mutual South Africa; Worcester (MA); On-site; USD 50,000 - 80,000; Full time

Job summary

Old Mutual South Africa is seeking an Associate Financial Adviser in Worcester to engage with middle-income customers and leverage a personal customer network. Candidates should hold a Matriculation Certificate or Bachelors Degree and have relevant work experience. Skills in consultative selling, customer service, and relationship building are essential for success in this role. The position offers an opportunity to establish and grow a client base in a supportive environment.

Qualifications

• Grade 12 (Matric) with a minimum of 8 years working experience OR a Bachelors Degree with a minimum of 3 years working experience.
• Proven computer literacy and digital dexterity.
• Excellent communication skills (written and verbal).

Responsibilities

• Interact with middle-income customers and manage client relationships.
• Facilitate access to an own client base and potential for B2B engagement.
• Demonstrate GRIT, resilience, and sound business acumen.

Skills

Building Trust

Customer Feedback Management

Consultative Selling

Customer Service

Direct Selling

Sales Data Management

Education

Matriculation Certificate (Matric)

Bachelors Degree

Job description

Associate Financial Adviser page is loaded

Associate Financial Adviser

Apply locations Worcester posted on Posted 3 Days Ago job requisition id JR-68041

Let's Write Africa's Story Together!

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

Grade 12(Matric) with a minimum of 8 years working experience OR

Bachelors Degree with a minimum of 3 years working experience (new to industry)

Prior work experience in a career which demonstrates the ability to interact with ease with middle income customers

Meaningful network of in-segment customers facilitates access to an own client base

Potential for B2B engagement

Clear Criminal and Credit Record

A valid Driver’s license and own car

A clear criminal and credit check

Proven computer literacy and digital dexterity

Excellent communication skills (written and verbal)

Sound planning and organising abilities

Ability to collate, analyse and synthesize information

Entrepreneurial mindset

Sound business acumen

GRIT, resilience and tenacity to stay the course

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

17 July 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.

The Old Mutual Story!

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