Aspiring Financial Adviser

Old Mutual; Middelburg; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Join Old Mutual as a Financial Adviser, a role dedicated to helping customers achieve their financial goals. This position requires self-motivated, dynamic individuals who can build trust, provide sound financial advice, and connect effectively with clients. With a focus on consultative selling and customer service, you'll thrive in a team dedicated to making a difference in the financial landscape.

Qualifications

• Self-motivated and dynamic individuals with a strong entrepreneurial spirit.
• Required: Matriculation Certificate (Matric).

Responsibilities

• Champion customers to achieve their lifetime goals by identifying financial needs.
• Provide financial advice and implement suitable financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

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.

Aspire to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable 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 June 2025, 23:59

Note: 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!