Aspiring Financial Adviser

Old Mutual Limited; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join as Aspiring Financial Advisers in Port Elizabeth. You will identify clients' financial needs and provide sound advice, then tailor and implement financial plans and solutions.

The role emphasizes trust-building, consultative selling, and achieving lifetime customer goals. The opportunity targets aspiring professionals in Africa's leading insurance company, with a clear path to develop sales and advisory skills in a dynamic

Qualifications

• Matriculation Certificate (Matric).
• Self-motivated and dynamic individuals with entrepreneurial spirit.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

## Aspiring Financial AdviserApply: Port Elizabeth: Posted Today: JR-83976**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**Matriculation Certificate (Matric)**Closing Date**20 October 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.***