Aspiring Financial Adviser: Launch Your Africa Career

Old Mutual South Africa; Evaton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals to become financial advisers, focused on understanding clients' needs and delivering tailored financial plans. The role emphasizes building trust, consultative selling, and strong customer service to help clients reach lifetime goals.

Applicants should possess an NQF Level 4 or equivalent and demonstrate a passion for entrepreneurial, customer-focused financial advisory work in a leading African insurance company.

Qualifications

• Must have NQF Level 4 or equivalent educational certification.
• Strong communication and customer focus.
• Sales-driven with ability to identify opportunities.
• Passion for helping clients achieve lifetime goals.

Responsibilities

• Identify clients' financial needs and recommend suitable plans.
• Provide sound financial advice and implement plans.
• Build trust and manage customer relationships.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4

Job description

Old Mutual South Africa seeks self-motivated individuals to become financial advisers, focused on understanding clients' needs and delivering tailored financial plans. The role emphasizes building trust, consultative selling, and strong customer service to help clients reach lifetime goals.

Applicants should possess an NQF Level 4 or equivalent and demonstrate a passion for entrepreneurial, customer-focused financial advisory work in a leading African insurance company.