Aspiring Financial Adviser

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

Job summary

A leading insurance company is seeking self-motivated individuals to join as Financial Advisers. The role involves guiding customers in achieving their financial goals through tailored financial advice and solutions. Ideal candidates should possess a Matriculation Certificate and have an entrepreneurial spirit. Commitment to customer service and building trust will be essential.

Qualifications

• Matriculation Certificate (Matric) is required.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement suitable financial plans.

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

• Champion 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) (Required)

Closing Date

30 October 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.