Aspiring Financial Adviser (Mthatha)

Old Mutual; Mthatha; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Join Old Mutual as a Financial Adviser and become a part of a leading African insurance company. In this role, you will empower customers to reach their financial goals through expert advice and tailored solutions. This opportunity is designed for self-motivated individuals with an entrepreneurial mindset who aspire to make a real difference in people's financial lives.

Qualifications

• NQF Level 5 or equivalent qualification is required.

Responsibilities

• Championing customers to achieve their lifetime goals.
• Providing sound financial advice and implementing suitable financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Oral Communications

Identifying Sales Opportunities

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Job description

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and 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 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

29 June 2025, 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.

The Old Mutual Story!

About the company

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

Notice

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