Aspiring Financial Adviser

Old Mutual; Kokstad; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading insurance company seeks self-motivated individuals to become Financial Advisers. You will identify clients' financial needs, provide financial advice, and implement tailored financial solutions. The role requires a passion for customer service and a Matric certificate. This position is based in Kokstad, KwaZulu-Natal and supports employment equity goals.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Recommend and implement 'fit for purpose' financial plans.
• Champion valued customers to achieve their lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

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.

Aspire to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves 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.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer Focus
• 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 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!