Aspiring Financial Adviser

Old Mutual South Africa; Polokwane; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services firm in Polokwane is seeking an aspiring Financial Adviser to champion customers by identifying financial needs and providing sound advice. The ideal candidate will have a Matric certificate and possess skills in consultative selling and customer service. This full-time role offers an opportunity for an internship level experience while helping customers achieve their financial goals.

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

Probing Questions

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

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. The role is to champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions. Aspires to be a Financial Adviser.

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) (Required)

Closing Date

30 August 2025, 23:59

Seniority level

• Internship

Employment type

• Full-time

Job function

• Finance and Sales

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.