Aspiring Financial Adviser

Old Mutual South Africa; Mbombela (Nelspruit); On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. You will identify clients' financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Ideal candidates have strong consultative selling, customer focus, and the ability to identify sales opportunities while building lasting customer relationships.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Strong consultative selling and customer-focused approach.
• Ability to identify sales opportunities and manage customer data.
• Excellent oral communication and probing question skills.

Responsibilities

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

Skills

Self-motivated

Entrepreneurial spirit

Consultative selling

Customer service

Identifying sales opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Education

Grade 12 / NQF Level 4 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 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 January 2027 , 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!