Aspiring Financial Adviser

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Bloemfontein invites self-motivated individuals to join as a Financial Adviser to help clients achieve lifetime goals by identifying needs and delivering fit-for-purpose financial plans.

You will build trust through consultative selling, understand customer goals and provide sound financial advice focusing on customer service and long-term relationships in a dynamic insurance environment.

Qualifications

• NQF Level 4 or equivalent qualification is required.
• Role involves identifying customers' financial needs and delivering suitable plans.
• Strong customer-focused selling and advisory abilities are essential.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend/implement fit-for-purpose plans.
• Build trust through consultative selling and strong customer relationships.

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

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

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

Closing Date

19 September 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! _