Aspiring Financial Adviser

Old Mutual; Richards Bay; On-site; ZAR 240,000 - 360,000; Full time

Job summary

A leading insurance provider in Richards Bay is seeking aspiring Financial Advisers to champion customers in achieving their financial goals. Candidates should be self-motivated and possess strong consultative selling skills, along with a Matriculation Certificate. The role emphasizes building trust and providing tailored financial solutions. Join us in writing Africa's story together.

Responsibilities

• Champion customers to achieve their lifetime goals through financial planning.
• Identify financial needs and provide sound financial advice.
• Recommend and implement suitable financial solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused Approach

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

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.

Aspiring to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer-Focused Approach
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communication
• 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

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!

Required Experience: Unclear Seniority

Key Skills

• Financial Services
• Financial Models
• Account Management
• General Ledger Accounts
• ERP
• Payroll
• External Auditors
• Customer Relationships
• Credit Card
• Financial Statements
• Business Units
• Annual Budget
• Income
• New Clients
• Financial Management

Employment Type: Full-Time

Experience: years

Vacancy: 1