Aspiring Financial Adviser

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

Job summary

A leading insurance company in KwaZulu-Natal is seeking self-motivated individuals for the Financial Adviser role. You will champion customers in achieving their financial goals through tailored financial advice and solutions. The position requires NQF Level 4 education and offers the chance to make a significant impact in people's financial journeys.

Responsibilities

• Champion customers to achieve their lifetime goals by identifying their financial needs.
• Provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Software

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate

Job description

Overview

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.

Responsibilities

• Champion our valued customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice
• Recommend and implement 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 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!

The Old Mutual Story!