Aspiring Financial Adviser

Old Mutual South Africa; Kroonstad; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on understanding clients' financial goals, delivering sound advice and tailoring fit-for-purpose plans to help clients achieve their lifelong goals.

With an entrepreneurial spirit and strong client focus, you will identify opportunities, build trust and provide excellent service as part of Africa's leading insurer. Training and career progression await the right candidates.

Qualifications

• Understanding client financial needs and goals.
• Providing sound financial advice and fit-for-purpose plans.
• Championing customers to achieve lifetime financial goals.

Responsabilités

• Identify client needs and recommend appropriate financial plans.
• Provide sound financial advice and implement tailored solutions.
• Build lasting relationships through trust and excellent service.

Connaissances

Building Trust

Consultative Selling

Customer Service

Customer Understanding

Sales Data Management

Sales Software

Probing Questions

Qualifying Prospects

Oral Communications

Identifying Sales Opportunities

Direct Selling

Strategic Selling

Strengthening Customer Relationships

Formation

NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Description du poste

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

NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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!