Aspiring Financial Adviser

Old Mutual; KwaZulu-Natal; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in South Africa is seeking a self-motivated Financial Adviser to champion customers in achieving their lifetime financial goals. The ideal candidate will possess a Matriculation Certificate and have skills in consultative selling and customer service. This role focuses on identifying financial needs and providing tailored financial advice to clients.

Qualifications

• Self-motivated and dynamic individual with a passionate entrepreneurial spirit.
• Ability to provide sound financial advice and implement financial plans.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and recommend financial solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Oral Communications

Sales Software

Education

Matriculation Certificate

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.

Aspir es 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.

Responsibilities

Responsibilities include championing customers to achieve lifetime goals by identifying 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-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) (Required)

Closing Date

29 September 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!