Aspiring Financial Adviser

Old Mutual; Greytown; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Greytown is seeking self-motivated individuals to join as Financial Advisers. This role focuses on helping customers achieve their financial goals through sound advice and tailored solutions. Candidates should possess a strong entrepreneurial spirit and experience in consultative selling. A high school certificate is required.

Qualifications

• Self-motivated individuals with a passionate entrepreneurial spirit.
• Ability to identify financial needs and provide sound financial advice.
• Experience in consultative selling and customer service.

Responsibilities

• Championing valued customers to achieve their lifetime goals.
• Identifying financial needs and recommending appropriate solutions.
• Building and strengthening customer relationships.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Software

Education

NQF Level 4 - Grade 12, School leaving Certificate

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.

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.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

05 December 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!