Aspiring Financial Adviser

Old Mutual Limited; Phuthaditjhaba, Bethlehem; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in Phuthaditjhaba invites aspiring financial advisers to join our team. The role focuses on understanding clients' financial goals and delivering tailored advice and plans.

We welcome self-motivated individuals who can build trust, engage customers, and identify opportunities to improve financial wellbeing. The position is full-time at our local branch with equity commitments as part of our employment policy.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• Experience in customer-facing sales is advantageous.
• Strong communication and interpersonal skills essential.

Responsibilities

• Identify client financial needs and provide suitable advice.
• Promote and implement fit-for-purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Customer Relationships

Education

NQF Level 4 - Grade 12

Job description

## Aspiring Financial AdviserApply: Phuthaditjhaba: Bethlehem: Full time: Posted Today: JR-84817**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**NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)**Closing Date**29 November 2026 , 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.***