Aspiring Financial Adviser: Launch Your Advisory Career

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

Job summary

Old Mutual Limited in Claremont, Cape Town, is seeking self-motivated individuals to join as Aspiring Financial Advisers. You will identify clients' financial needs, provide sound advice, and design fit-for-purpose plans to help them reach lifetime goals.

We value entrepreneurial spirit, strong communication, and the ability to build trust with clients. The role offers a pathway to becoming a seasoned adviser within Africa's leading insurer network.

Qualifications

• Matriculation Certificate (Matric) is required.
• Aspires to be a Financial Adviser with self-motivation and an entrepreneurial spirit.
• Strong communication skills and customer-focused approach.
• Ability to identify opportunities and build lasting relationships.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve their lifetime financial goals.
• Build trust and strengthen relationships through consultative selling.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

Old Mutual Limited in Claremont, Cape Town, is seeking self-motivated individuals to join as Aspiring Financial Advisers. You will identify clients' financial needs, provide sound advice, and design fit-for-purpose plans to help them reach lifetime goals.

We value entrepreneurial spirit, strong communication, and the ability to build trust with clients. The role offers a pathway to becoming a seasoned adviser within Africa's leading insurer network.