Aspiring Financial Adviser ( Fish Hoek)

Old Mutual; Cape Town; On-site; ZAR 30,000 - 45,000; Full time

Job summary

Old Mutual, une société de services financiers de premier plan en Afrique, recherche des personnes dynamiques et autonomes pour le rôle de Conseiller Financier. Ce poste consiste à aider les clients à atteindre leurs objectifs financiers et à fournir des solutions adaptées. Les candidats doivent avoir un certificat de matriculation et une forte orientation client, avec des compétences en vente et en communication.

Qualifications

• Individu dynamique avec un esprit entrepreneurial.
• Doit avoir un certificat de matriculation.
• Capacité à fournir des conseils financiers solides.

Responsibilities

• Identifier les besoins financiers des clients.
• Fournir des conseils et recommandations financières.
• Mettre en œuvre des plans et solutions financiers adaptés.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

Aspiring Financial Adviser (Fish Hoek)

Apply locations: Cape Town

Posted on: Yesterday

Job requisition ID: JR-67962

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer Focus
• 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

Matriculation Certificate (Matric)

Closing Date

19 July 2025, 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.

About Us

Old Mutual is a premium African financial services organization offering a broad spectrum of solutions to retail and corporate customers across 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to our purpose of Championing Mutually Positive Futures Every Day, believing that a great customer experience begins with a great employee experience.