Aspiring Financial Adviser (Ladysmith, Dundee and Surrounds)

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

Job summary

Old Mutual Limited in Ladysmith and surrounding areas invites self-motivated individuals to join as Aspiring Financial Advisers. You will assess clients' financial needs, offer sound advice, and design fit-for-purpose plans to help clients achieve lifetime goals.

This entry-level role emphasizes building trusted relationships, consultative selling, and service excellence. A Grade 12/NQF4 or higher and an entrepreneurial mindset are preferred, with the opportunity to grow within one of Africa's

Qualifications

• NQF Level 4 or Grade 12 or equivalent.
• National or Occupational Certificate or equivalent.
• Self-motivated and entrepreneurial spirit.

Responsibilities

• Identify clients' financial needs and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Build trusted relationships and deliver excellent client service.

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

Education

NQF Level 4 / Grade 12 or equivalent

Job description

Aspiring Financial Adviser (Ladysmith, Dundee and Surrounds)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 (Ladysmith, Dundee and Surrounds)Apply: Ladysmith: Dundee: Full time: Posted Today: JR-85138**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 Advisor**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**Closing Date**30 March 2027 , 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.***