Aspiring Financial Adviser

Old Mutual; Kuruman; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa is seeking self-motivated and dynamic individuals for the position of Financial Adviser. The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs and providing sound advice. Ideal candidates will possess a Matriculation Certificate and demonstrate strong skills in consultative selling, customer service, and building trust. This is a unique opportunity to join one of Africa's leading firms and make a significant impact on clients' financial well-being.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Data Management

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.

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

30 March 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.