Aspiring Financial Adviser

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

Job summary

A leading insurance company is seeking a Financial Advisor in Gqeberha, Eastern Cape. The role involves identifying clients' financial needs, providing sound financial advice, and recommending 'fit for purpose' financial plans. Successful candidates should possess a Bachelor's degree and a strong entrepreneurial spirit. This position offers the chance to champion clients' lifetime goals in alignment with African opportunities.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit are required.
• Ability to identify clients' financial needs and provide sound financial advice.

Responsibilities

• Identify clients' financial needs.
• Provide sound financial advice.
• Recommend and implement 'fit for purpose' financial plans.

Skills

Action Oriented

Customer Focus

Communicates Effectively

Education

Bachelor's Degree

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 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.

Responsibilities

• Identify clients' financial needs
• Provide sound financial advice
• Recommend and implement "fit for purpose" financial plans and solutions

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

18 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!