Aspiring Financial Adviser

Old Mutual South Africa; Mbombela (Nelspruit); Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking motivated individuals to aspire to become Financial Advisers. You will champion customers’ lifetime goals by identifying financial needs and delivering sound financial advice, then recommending and implementing fit-for-purpose plans and solutions.

Ideal candidates possess an NQF Level 4 or higher qualification, strong consultative selling skills, and a customer-centric mindset to identify opportunities and strengthen relationships.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• The role focuses on identifying financial needs and delivering suitable financial plans.

Responsabilités

• Champion customers to achieve lifetime goals by identifying needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build and maintain trusted relationships with clients to identify opportunities.

Connaissances

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

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.

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!