Aspiring Financial Adviser (Eastern Free-State)

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

Job summary

Old Mutual Limited in the Eastern Free-State seeks an Aspiring Financial Adviser to help clients identify their financial needs and provide sound advice. The role focuses on building trust, consultative selling, and delivering tailored financial plans within a dynamic environment.

The successful candidate will support clients in Senekal and Bethlehem, embracing an entrepreneurial spirit while adhering to regulatory standards and Old Mutual South Africa’s service standards.

Qualifications

• Aspires to be a Financial Adviser
• NQF Level 4 or Grade 12, National or Occupational Certificate or equivalent (Required)
• South Africa regulatory suitability and adherence expectations

Responsibilities

• Champion customers to identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Help clients achieve lifetime financial goals through appropriate products and services.

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 or equivalent

Tools

Sales Software

Job description

## Aspiring Financial Adviser (Eastern Free-State)Apply: Senekal: Bethlehem: Full time: Posted Today: JR-84813**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.***