Aspiring Financial Adviser

Old Mutual South Africa; Bloemfontein; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in Africa is seeking a passionate Financial Adviser to help customers achieve their financial goals. The ideal candidate is self-motivated with strong consultative selling skills. Responsibilities include providing sound financial advice and implementing tailored financial solutions. The role requires a Matriculation Certificate and a customer-focused approach. Join us to make a difference in people's lives.

Qualifications

• Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
• Ability to provide sound financial advice.
• Understanding of customers' financial needs.

Responsibilities

• Champion our customers to achieve their lifetime goals.
• Identify customers' financial needs.
• Recommend and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Customer-Focused

Education

Matriculation Certificate (Matric)

Job description

Overview

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.

Role

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

29 September 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!