Aspiring Financial Adviser

Old Mutual South Africa; Krugersdorp; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and delivering sound financial advice with fit-for-purpose plans.

We seek entrepreneurial talent with strong consultative selling and relationship-building capabilities to thrive in a leading African insurance company.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs; provide sound financial advice; implement fit-for-purpose plans.
• Education: NQF Level 4 - Grade 12 or equivalent.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement suitable financial plans.
• Build relationships and identify sales opportunities.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

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.

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 AdvisorWe 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.
SkillsBuilding 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
CompetenciesAction Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
EducationNQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date12 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!