Aspiring Financial Adviser

Old Mutual Limited; Knysna; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited in Knysna seeks aspiring financial advisers to champion customer financial needs and provide sound advice. The role emphasizes building trust, consultative selling, and identifying opportunities to offer suitable financial plans and solutions.

Ideal candidates are self-motivated, dynamic, with an entrepreneurial spirit, and have a Matriculation certificate. The appointment aligns with Old Mutual's values and growth objectives in Africa.

Qualifications

• Matriculation certificate is required.
• Self-motivated and dynamic with an entrepreneurial spirit.
• Ability to champion customers and identify financial needs.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trusted relationships and deliver customer-focused service.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Opportunities

Qualifying Prospects

Education

Matriculation Certificate

Job description

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Knysnaposted on: Posted Todayjob requisition id: JR-84621**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**29 November 2026, 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!*****