Aspiring Financial Adviser

Old Mutual; Vereeniging; On-site; ZAR 250,000 - 450,000; Full time

Job summary

A leading insurance company in South Africa is seeking a self-motivated Financial Adviser to help customers achieve their financial goals. You'll identify customer needs, provide financial advice, and create tailored financial plans. The ideal candidate should have a Matriculation Certificate and a passion for driving customer success. This full-time role offers a dynamic work environment and opportunities for growth.

Qualifications

• Self-motivated and dynamic individual with a passionate entrepreneurial spirit.
• Ability to provide sound financial advice and implement financial plans.

Responsibilities

• Champion customers to achieve their lifetime goals by identifying financial needs.
• Recommend and implement fit-for-purpose financial solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Direct Selling

Strategic Selling

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 with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and 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)

Closing Date

30 August 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!

Required Experience: Unclear Seniority

Key Skills

• Financial Services
• Financial Models
• Account Management
• General Ledger Accounts
• ERP
• Payroll
• External Auditors
• Customer Relationships
• Credit Card
• Financial Statements
• Business Units
• Annual Budget
• Income
• New Clients
• Financial Management

Employment Type : Full-Time

Experience : years

Vacancy : 1