Aspiring Financial Adviser

Old Mutual; Polokwane; On-site; ZAR 30,000 - 48,000; Full time

Job summary

A leading insurance company in Africa seeks Aspiring Financial Advisers in Polokwane to join their dynamic team. This role involves helping customers identify financial needs, providing sound advice, and implementing tailored financial plans. Ideal candidates are self-motivated with a passion for entrepreneurship and helping others achieve their financial goals.

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Passion for helping customers achieve financial goals.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.
• Champion customer relationships and achieve lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Aspiring Financial Adviser page is loaded

Aspiring Financial Adviser

Apply locations Polokwane time type Full time posted on Posted 29 Days Ago job requisition id JR-66945

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures 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!

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