Aspiring Financial Adviser

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

Job summary

A leading insurance company in South Africa is seeking self-motivated individuals to become Financial Advisers. You will champion customer goals, provide sound financial advice, and recommend suitable financial plans. This role requires a Matriculation Certificate and a passion for helping customers achieve their lifetime goals. Join a dynamic team in a rewarding environment.

Responsibilities

• Champion 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

Direct Selling

Identifying Sales Opportunities

Oral Communications

Strategic Selling

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

• Champion 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

Matriculation Certificate (Matric)

Closing Date

18 September 2025, 23:59

EEO Statement

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!