Aspiring Financial Adviser

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

Job summary

A leading insurance company in South Africa seeks self-motivated individuals to join as Financial Advisers. This role involves identifying financial needs and recommending tailored solutions to help customers achieve their goals. Candidates should have a Matric certificate and demonstrate strong customer service and consultative selling skills. The appointment will align with the company's Employment Equity Plan.

Responsibilities

• Championing customers to achieve their lifetime goals by identifying their financial needs.
• Providing sound financial advice and recommending fit for purpose financial plans.
• Implementing financial solutions tailored to customer needs.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

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

30 October 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!