Aspiring Financial Adviser: Build Trust & Guide Clients

Old Mutual South Africa; Klerksdorp; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a self-motivated Financial Adviser to champion customer goals by identifying financial needs and offering tailored, sound financial plans. The role focuses on consultative selling, building trust, and delivering exceptional customer service across a diverse client base.

As part of a leading African insurance group, you will identify sales opportunities, manage client feedback, and use proactive communication to foster lasting relationships.

Qualifications

• Must have NQF Level 4 or equivalent.
• Grade 12/school leaving certificate or higher is required.
• Entrepreneurial spirit and self-motivation preferred.

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.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Oral Communications

Probing Questions

Identifying Sales Opportunities

Sales Data Management

Sales Software

Education

NQF Level 4

Grade 12 / School Leaving Certificate

Job description

Old Mutual South Africa is seeking a self-motivated Financial Adviser to champion customer goals by identifying financial needs and offering tailored, sound financial plans. The role focuses on consultative selling, building trust, and delivering exceptional customer service across a diverse client base.

As part of a leading African insurance group, you will identify sales opportunities, manage client feedback, and use proactive communication to foster lasting relationships.