Aspiring Financial Adviser

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

Job summary

A leading insurance company in Klerksdorp seeks self-motivated individuals for the Financial Adviser role. The position focuses on championing customers’ lifetime goals through sound financial advice and tailored financial plans. Candidates should possess a Matriculation Certificate and relevant skills in consultative selling and customer service. This full-time internship offers an opportunity to grow within a dynamic team.

Responsibilities

• Champion valued customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Data Management

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

Overview

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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, and recommending and implementing "fit for purpose" financial plans and solutions. Aspires to be a Financial Adviser.

Responsibilities

• Champion valued customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend and implement 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.

Details

• Seniority level: Internship
• Employment type: Full-time
• Job function: Finance and Sales
• Location: Klerksdorp, North West, South Africa