Launch Your Financial Advisory Career

Old Mutual South Africa; Frankfort (KY); On-site; USD 21,000 - 31,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. You will champion customers, identify their financial needs, provide sound advice and tailor fit-for-purpose financial plans to help clients achieve lifetime goals.

The role emphasizes building trust, consultative selling, and strengthening customer relationships in a dynamic insurance environment.

Qualifications

• NQF Level 4 or higher education qualification required.
• Strong communication and customer-service skills are essential.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions for clients.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. You will champion customers, identify their financial needs, provide sound advice and tailor fit-for-purpose financial plans to help clients achieve lifetime goals.

The role emphasizes building trust, consultative selling, and strengthening customer relationships in a dynamic insurance environment.