Aspiring Financial Adviser

Old Mutual South Africa; Khâi-Ma Local Municipality; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in Northern Cape seeks self-motivated individuals for the Financial Adviser role. This position involves helping customers achieve their financial aspirations by providing tailored advice and solutions. Candidates should possess a Matriculation Certificate and skills in trust-building and consultative selling. Join us in writing Africa's story together!

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

1 week ago Be among the first 25 applicants

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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)

Closing Date

30 August 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!

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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