Aspiring Financial Adviser

Old Mutual; Greytown; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Join Old Mutual, one of Africa's leading insurance companies, as a Financial Adviser. This role empowers you to help clients achieve their financial goals through tailored advice and strategic financial planning. The ideal candidate is self-motivated with an entrepreneurial spirit, ready to make a difference in clients' lives.

Qualifications

• Self-motivated and dynamic individual.
• Passionate entrepreneurial spirit required.

Responsibilities

• Champion customers to achieve their lifetime goals by identifying their financial needs.
• Provide sound financial advice and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Sales Opportunities

Strategic Selling

Education

Matriculation Certificate (Matric)

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.

Aspires to be a Financial Adviser

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) (Required)

Closing Date

29 June 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!