Associate Financial Advisor (New Entrant) EPT

Old Mutual; Mississippi; On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking dynamic individuals to join their team as Associate Financial Advisors. This role focuses on empowering clients to achieve their financial goals through personalized advice and solutions. Ideal candidates are self-motivated with a strong entrepreneurial spirit and excellent communication skills. Join a supportive environment that values diverse talent and offers the tools necessary for success in the financial advisory field. If you're ready to make a difference and help clients build a bold financial future, this opportunity is for you.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are desired.
• Ability to provide sound financial advice and implement suitable plans.

Responsibilities

• Champion customers to achieve lifetime goals through financial needs analysis.
• Recommend and implement financial plans and solutions.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelor's Degree

High School (Grade 12)

Job description

Associate Financial Advisor (New Entrant) EPT page is loaded

Associate Financial Advisor (New Entrant) EPT

Apply locations: George | Time type: Full time | Posted on: Posted 8 Days Ago | Job requisition id: JR-65122

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 and Competencies

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

Education

Bachelor's Degree (B) or High School (Grade 12) (Required)

Closing Date

15 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.

Join the Old Mutual Story!

Similar Jobs

• Associate Financial Advisor (New Entrant) EPT - George, Full time, Posted 8 Days Ago
• Aspiring Financial Advisor - George, Full time, Posted 8 Days Ago
• Aspiring Financial Advisor - George, Posted over 30 Days Ago

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 empowers you and your practice with the tools and confidence to provide exceptional advice and quality service, helping clients build a bolder financial future.

Whether you're a recent graduate or an established adviser seeking a new challenge, we provide the support and tools to elevate your career.

Join our PFA family to build on a strong foundation of diverse financial services, placing our people at the heart of everything we do.