Aspiring Financial Adviser

Old Mutual; Howick; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Old Mutual, a leading insurance company in Africa, seeks aspiring Financial Advisers ready to support customers in achieving their financial goals. The role focuses on delivering sound financial advice while identifying customer needs to implement tailored financial solutions. Ideal candidates should possess a Matriculation Certificate and a strong sales-oriented mindset, prepared to build lasting customer relationships.

Qualifications

• Matriculation Certificate is required.
• Self-motivated and dynamic individuals sought.
• Passionate entrepreneurial spirit encouraged.

Responsibilities

• Champion customers' financial goals with sound advice.
• Identify financial needs and recommend solutions.
• Implement financial plans and foster customer relationships.

Skills

Building Trust

Consultative Selling

Customer-Focused

Oral Communications

Sales Software

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!