Aspiring Financial Adviser

Old Mutual Limited; Worcester; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join as Aspiring Financial Advisers in Worcester. The role focuses on helping clients achieve lifetime goals by understanding their financial needs, offering sound advice, and building trusted, long-term relationships through consultative selling.

The position emphasizes entrepreneurial spirit, customer focus, and the ability to identify sales opportunities while delivering high-quality service within a leading African insurance company.

Qualifications

• Matric Certificate required.
• Self-motivated and dynamic with entrepreneurial spirit.
• Aspiring Financial Adviser role focused on identifying client needs and offering suitable financial plans.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customer objectives and build lasting relationships.
• Maintain and grow a portfolio through consultative selling and proactive service.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Service

Customer Understanding

Education

Matriculation Certificate

Job description

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Worcesterposted on: Posted Todayjob requisition id: JR-84620**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!*****(blob:https://oldmutual.wd3.myworkdayjobs.com/d6243789-d93c-403f-91ce-1f8c7eff4d35)0:00 / 2:28