Aspiring Financial Adviser — Launch Your Client Focus

Old Mutual South Africa; Parys; On-site; ZAR 120,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals for the Financial Adviser role. You will champion clients' lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions.

The role emphasizes building relationships, consultative selling, and achieving sales targets while operating in a diverse, equity-friendly environment.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).

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, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking self-motivated individuals for the Financial Adviser role. You will champion clients' lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions.

The role emphasizes building relationships, consultative selling, and achieving sales targets while operating in a diverse, equity-friendly environment.