Aspiring Financial Adviser

Old Mutual; Umzimkhulu Local Municipality; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Join Old Mutual, a premier insurance company in Africa, as a Financial Adviser. You'll empower customers by identifying their financial needs and providing expert advice to help them achieve their financial goals. This role is a perfect fit for dynamic, self-motivated individuals who are passionate about making a difference in clients' lives.

Qualifications

• Required Matriculation Certificate (Matric).
• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Strong customer service and sales skills.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Champion valued customers to achieve their financial goals.
• Recommend and implement fit-for-purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Strategic Selling

Oral Communications

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.

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) (Required)

Closing Date

30 July 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!