Aspiring Financial Adviser

Old Mutual; Mthatha; On-site; ZAR 200,000 - 250,000; Full time

Job summary

Old Mutual seeks self-motivated individuals aspiring to be Financial Advisers. This role focuses on guiding customers towards achieving financial goals, requiring consultative skills, customer service, and a Matric Certificate. Join a leading insurance company and help shape Africa's financial narrative.

Qualifications

• Matriculation Certificate (Matric) is required.
• Self-motivated individuals with a passion for entrepreneurial initiatives.
• Ability to provide financial advice and customer relationship management.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

Matriculation Certificate (Matric)

Tools

Sales Software

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.

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

Matriculation Certificate (Matric) (Required)

Closing Date

29 June 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!