Aspiring Financial Adviser

Old Mutual South Africa; Bushbuckridge; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa is looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role champions valued customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

A minimum NQF Level 4/Grade 12 (or equivalent) and strong customer focus are required.

Qualifications

• NQF Level 4/Grade 12 or equivalent is required.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Skills

Self-motivation

Dynamic mindset

Entrepreneurial spirit

Consultative selling

Customer service

Building trust

Identifying sales opportunities

Direct selling

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

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.

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 Advisor

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

29 November 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!