Aspiring Financial Adviser

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

Job summary

A leading insurance company in Africa is seeking self-motivated individuals for a full-time internship role. This position involves championing valued customers, providing financial advice, and implementing tailored financial plans to help achieve their lifetime goals. If you have a passion for sales and customer service, this is an excellent opportunity to gain experience in the finance and sales sectors.

Responsibilities

• Champion customers to achieve lifetime goals.
• Identify financial needs and provide sound advice.
• Implement fit for purpose financial plans.

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

Education

Matriculation Certificate (Matric)

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

Role at a Glance

The role involves 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.

Key Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Key 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

Job Details

• Seniority level: Internship
• Employment type: Full‑time
• Job function: Finance and Sales

Education: Matriculation Certificate (Matric)

Closing Date: 30 December