Aspiring Financial Adviser

Old Mutual Life Assurance Company (Sa) Ltd (Pfa); Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Africa is seeking an Aspiring Financial Adviser to champion valued customers in achieving their financial goals by providing sound advice and implementing effective financial plans. Ideal candidates should possess a strong entrepreneurial spirit, excellent communication skills, and prior work experience.

Benefits

Structured learning program

Unlimited earning potential on commission

Management oversight and support

Product Specialist support

Company laptop

Access to modern office space

Back-office support

Rewards and recognition for outstanding performers

Qualifications

• Matric is required.
• 3-5 years work experience is needed.
• A valid driver's licence is required.
• Clear criminal and credit record is mandatory.
• Excellent communicator.
• Tech savvy.
• Must have an entrepreneurial spirit.

Responsibilities

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

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Tertiary qualification at NQF Level 7 (law, commerce, accounting)

Job description

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.

We are looking for an Aspiring Financial Adviser.

Self-motivated, dynamic individuals with a passionate entrepreneurial spirit are invited to join one of Africa's leading insurance companies.

The role at a glance: 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.

Minimum Requirements

• Matric


• 3-5 years work experience


• A tertiary qualification at NQF Level 7 (law, commerce, accounting)


• A valid driver's licence


• Clear criminal and credit record


• Excellent communicator


• Tech savvy


• Entrepreneurial spirit

TrulyMutual Benefits

• A structured learning program navigating your way towards becoming a seasoned and qualified financial professional


• An exciting and challenging career path with options for specialisation


• Unlimited earning potential on commission, when you consistently implement what you have learned


• Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients


• Product Specialist support


• Company laptop


• Access to revamped modern office space with meeting facilities


• Back-office support


• Rewards and recognition for outstanding performers

Skills & Competencies

• Action Oriented


• Balances Stakeholders


• Builds Networks


• Collaborates


• Communicates Effectively


• Customer Focus


• Decision Quality


• Ensures Accountability

Do you have what it takes to work for a leading financial service?

Apply now.

Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly.

Closing Date: 29 November 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.