Aspiring Financial Adviser

Old Mutual; Welkom; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company is seeking self-motivated individuals to join their team as Financial Advisers. The role focuses on championing customers to achieve their goals through effective financial advice and personalized financial solutions. Candidates should have a Matriculation Certificate and strong skills in consultative selling and customer service. This position is based in Welkom, Free State.

Qualifications

• Strong communication skills and ability to build trust with clients.
• Ability to identify sales opportunities and manage customer feedback effectively.

Responsibilities

• Champion customers to achieve their lifetime goals by providing sound financial advice.
• Recommend and implement financial plans and solutions tailored to customer needs.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Overview

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.

Responsibilities

• 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)

Closing Date

30 December 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!