Aspiring Financial Adviser: Build Trusted Plans

Old Mutual South Africa; Orkney; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Aspires to be a Financial Adviser, helping customers achieve lifetime goals by identifying their financial needs and providing sound financial advice.

The role focuses on championing customers, offering fit-for-purpose financial plans and solutions within Africa’s leading insurance company. Strong interpersonal skills, consultative selling and a service mindset are essential.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Champion valued customers to achieve lifetime goals by identifying their financial needs.
• Provide 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

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4

Grade 12

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Aspires to be a Financial Adviser, helping customers achieve lifetime goals by identifying their financial needs and providing sound financial advice.

The role focuses on championing customers, offering fit-for-purpose financial plans and solutions within Africa’s leading insurance company. Strong interpersonal skills, consultative selling and a service mindset are essential.