Aspiring Financial Adviser (Bloemfontein / Welkom / Colesberg)

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in Bloemfontein invites self-motivated individuals to join as Aspiring Financial Adviser. You will identify clients’ financial needs, offer tailored financial plans and deliver ongoing support to help clients achieve lifetime financial goals.

Ideal candidates possess a strong entrepreneurial spirit, consultative selling skills and exceptional customer service. Local training and career growth within a leading South African insurer

Qualifications

• NQF Level 4 or equivalent is required.
• Grade 12 or higher is essential.
• National or Occupational Certificate or equivalent is required.

Responsibilities

• Identify clients' financial needs and present fit-for-purpose financial plans.
• Provide sound financial advice and implement suitable solutions.
• Build trusted relationships and deliver ongoing service to clients.

Skills

Self-motivated

Entrepreneurial spirit

Consultative selling

Customer service

Oral communications

Probing questions

Qualifying prospects

Education

NQF Level 4 – Grade 12 or equivalent

Job description

## Aspiring Financial Adviser (Bloemfontein / Welkom / Colesberg)Apply: Bloemfontein: Full time: Posted Today: JR-84721**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.**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**NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)**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.***