Aspiring Financial Adviser

Old Mutual Limited; Gauteng; On-site; ZAR 180,000 - 300,000; Full time

Job summary

A leading insurance company in South Africa, Old Mutual, seeks Aspiring Financial Advisers. This role is ideal for self-motivated individuals looking to provide essential financial advice and solutions while growing their careers in a supportive environment. Join us to empower clients in realizing their financial dreams.

Qualifications

• Matriculation Certificate required.
• Self-motivated and dynamic individuals with a passion for financial advising.
• Entrepreneurial spirit preferred.

Responsibilities

• Champion customers to achieve their financial goals.
• Provide sound financial advice and implement financial plans.
• Identify customer financial needs.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

Aspiring Financial Adviser page is loaded

Aspiring Financial Adviser

Apply locations: Boksburg | Posted on: Yesterday | Job requisition id: JR-Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. We aspire to be a Financial Adviser.

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

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer Focus
• 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
• Balanсes Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

13 June, 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!

WHY PFA IS THE BEST

FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual with over 2,000 advisers across South Africa.

PFA not only facilitates a bolder financial future but also empowers you and your practice with tools and confidence to provide exceptional advice and quality service to customers.

Our advisers define their own destinies, forging an exciting and unique career path.

Whether you're a recent graduate or an established adviser seeking a new challenge, we will meet you where you are and equip you with the tools and support needed to elevate your career.

Join our PFA family to build on an established, multinational, and diverse financial services foundation, putting people at the heart of everything we do.