Aspiring Financial Adviser

EdUpStairs; Vanderbijlpark; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in South Africa. You will champion customers to achieve lifetime goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Education requirements include NQF Level 4 / Grade 12, emphasizing a professional, customer-focused mindset. The role emphasizes consultative selling, building trust, and strengthening customer relationships in a dynamic insurance

Qualifications

• Identify clients' financial needs.
• Provide sound financial advice to clients.
• Recommend and implement fit-for-purpose financial plans and solutions.

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice based on client situation.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Assist clients to achieve lifetime goals by financial planning.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 4

Grade 12

National Certificate

Occupational Certificate

Job description

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

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

Closing Date

29 November 2026 , 23:59

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial AdviserWe are looking for self-motivated and dynamic individuals who…

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