Aspiring Financial Adviser (Klerksdorp)

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual is seeking an Aspiring Financial Adviser in Klerksdorp to champion clients' goals by identifying financial needs, offering sound advice, and implementing suitable plans. The role emphasizes entrepreneurial spirit and customer-focused service within Africa's leading insurer.

You will develop trusted relationships, engage with customers, and pursue opportunities through consultative selling, with training and career growth opportunities available.

Qualifications

• NQF Level 4 or higher qualification in a related field.
• Grade 12 or equivalent with relevant certificates.
• Willingness to obtain regulatory accreditation for financial advice.

Responsibilities

• Identify clients' financial needs and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Build trust and maintain strong relationships with customers.

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 / NCV or equivalent

National/Occupational Certificate (Required)

Tools

Sales Software

Job description

Aspiring Financial Adviser (Klerksdorp)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Aspiring Financial Adviser (Klerksdorp)Apply: Parys: Full time: Posted Today: JR-84736**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.***