Aspiring Financial Adviser

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

Job summary

A leading insurance company in South Africa is looking for self-motivated individuals to become Financial Advisers. You will champion customers to achieve their financial goals through expert advice and tailored financial plans. The ideal candidate has a Matriculation Certificate and a strong entrepreneurial spirit. Join us in writing Africa's story together and make a difference in people's lives.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

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.

Aspiring 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 "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

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!