Aspiring Financial Adviser

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

Job summary

Old Mutual is seeking self-motivated individuals to become Aspiring Financial Advisers. This role is pivotal in guiding customers to achieve their financial objectives through tailored advice and solutions. Successful candidates will demonstrate entrepreneurial spirit and a strong commitment to customer service, collaborating effectively within a dynamic team.

Qualifications

• Matriculation Certificate (Matric) required.
• Strong sales and customer service skills are essential.

Responsibilities

• Champion customer needs to achieve their financial goals.
• Provide sound financial advice and recommend appropriate solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

Matriculation Certificate

Job description

Aspiring Financial Adviser page is loaded

Aspiring Financial Adviser

Apply locations: Vredenburg | Posted on: 25 Days Ago | Job Requisition ID: JR-67993

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire 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 appropriate 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

19 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!