Aspiring Financial Adviser

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

Job summary

A leading financial services firm in South Africa is seeking a motivated Financial Adviser to help clients achieve their financial goals. The role involves identifying customer financial needs, delivering sound advice, and recommending effective financial solutions. Candidates must have a Matric Certificate and an entrepreneurial spirit. This is a fantastic opportunity to join one of Africa's leading insurance companies.

Qualifications

• Requires matriculation certificate.
• Self-motivated and entrepreneurial spirit required.

Responsibilities

• Identify customer financial needs.
• Provide sound financial advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Sales Software

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. 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.

Responsibilities

Identify customer financial needs, provide sound financial advice, and recommend and implement financial plans and solutions to help customers achieve their lifetime goals.

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 October 2025, 23:59

Notes

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.