Aspiring Financial Adviser: Build Trusted Plans & Grow

Old Mutual Limited; Kroonstad; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking self-motivated individuals to join its Aspiring Financial Adviser program in Kroonstad. The role focuses on helping clients identify financial needs, providing sound advice, and designing fit-for-purpose financial plans that support lifetime goals.

The position targets self-starters with an entrepreneurial spirit, offering growth within a leading insurance company and access to tools and support to build a successful advisory practice while meeting

Qualifications

• Identify customer financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build and maintain trusted relationships with clients and prospects.

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 Limited in South Africa is seeking self-motivated individuals to join its Aspiring Financial Adviser program in Kroonstad. The role focuses on helping clients identify financial needs, providing sound advice, and designing fit-for-purpose financial plans that support lifetime goals.

The position targets self-starters with an entrepreneurial spirit, offering growth within a leading insurance company and access to tools and support to build a successful advisory practice while meeting