Aspiring Financial Adviser

Old Mutual South Africa; Noord-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent insurance company in South Africa is looking for dynamic individuals to join their team as Financial Advisers. The role involves identifying clients' financial needs, providing sound financial advice, and recommending suitable financial plans. Ideal candidates should be self-motivated with an entrepreneurial spirit and should possess skills in building trust and consultative selling. The position offers an opportunity to influence clients' financial futures.

Qualifications

• Self-motivated with a passionate entrepreneurial spirit.
• Ability to identify financial needs and provide sound advice.
• Experience in direct selling and customer relationship management.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Education

Matriculation Certificate (Matric)

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

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

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)

Closing Date

30 December 2025 , 23:59

Employer 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!