Aspiring Financial Adviser

oldmutual; Worcester; On-site; ZAR 250,000 - 380,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join our leading insurance company as Financial Advisors in Worcester. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and delivering sound advice.

Candidates should have Matric and strong sales, consultative selling, and customer-service skills. You'll help design fit-for-purpose financial plans and build trusted relationships with clients.

Qualifications

• Building Trust, Consultative Selling, Customer Feedback Management
• Customer Focus, Direct Selling, Probing Questions
• Identifying Sales Opportunities, Sales Data Management, Sales Software

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Develop and maintain trusted relationships through effective communication and service.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Strengthening Customer Relationships

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 Advisor

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

Education

• Matriculation Certificate (Matric)

Closing Date
29 November 2026, 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!