Aspiring Financial Adviser

Old Mutual South Africa; Pretoria; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual South Africa seeks Financial Advisers who are self-motivated and entrepreneurial to help customers achieve financial goals. This role involves providing tailored financial solutions, emphasizing customer trust and relationship building. An essential background in sales and a Matric Certificate are required, with opportunities for personal and professional growth.

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Must possess strong consultative and sales skills.
• Focus on customer needs and financial objectives.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.
• Champion valued customers to achieve their lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Service

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

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

Matriculation Certificate (Matric)

Closing Date

13 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!