Aspiring Financial Adviser

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

Job summary

A leading financial services company in KwaZulu-Natal seeks self-motivated individuals to join as Financial Advisers. Candidates should have a Matriculation Certificate and a passion for helping customers achieve their financial goals. The role involves providing tailored financial advice and solutions in a collaborative environment. Competitive package with opportunities for growth and development.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.
• Champion customers to achieve their lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Education

Matriculation Certificate (Matric)

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 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

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

Qualifications

• Matriculation Certificate (Matric) (Required)

Closing Date

29 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.