Aspiring Financial Adviser

Old Mutual Limited; Tzaneen; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated Financial Advisors to champion customers’ lifetime goals through sound financial planning and tailored solutions. The role emphasizes consultative selling, building trust, and identifying opportunities.

The position requires strong customer focus, interpersonal skills, and the ability to translate needs into fit-for-purpose financial plans, with guidance and support from the firm’s resources.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs, provide sound financial advice and implement fit-for-purpose plans.
• Champion valued customers to help achieve lifetime financial goals.

Responsibilities

• Advise clients on financial planning and solutions to meet goals.
• Identify opportunities and build trusted relationships with customers.
• Present suitable financial plans and support implementation.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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 Advisor

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

29 January 2027 , 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! _