Aspiring Financial Adviser

Old Mutual South Africa; Alberton; On-site; ZAR 250,000 - 500,000; Full time

Job summary

Join a leading insurance company as a Financial Adviser, where you will help customers achieve their financial goals. This role is ideal for self-motivated individuals with a passion for entrepreneurial growth and a strong customer-centric approach. You'll be providing personalized financial advice and creating tailored solutions to meet client needs.

Qualifications

• Self-motivated, dynamic individuals with an entrepreneurial spirit.
• Matriculation Certificate required.
• Skills in sales, customer service, and relationship management are essential.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Software

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 Adviser

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

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

30 August 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!