Aspiring Financial Adviser (Polokwane, Mokopane, Modimolle)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mokopane; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisers who will champion customers’ financial goals by identifying needs and providing sound advice. The role emphasizes entrepreneurial spirit, consultative selling, and building lasting client relationships to drive business growth.

You will identify sales opportunities, customize fit-for-purpose financial plans, and deliver excellent customer service while working toward lifetime

Qualifications

• NQF Level 4 qualification or equivalent (Grade 12/Senior Certificate)
• Experience in financial services sales is advantageous
• Self-motivated entrepreneurial mindset and strong customer focus

Responsabilités

• Identify clients' financial needs and provide sound financial advice
• Recommend and implement fit-for-purpose financial plans and solutions
• Champion valued customers to achieve lifetime financial goals

Connaissances

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Sales Software

Strategic Selling

Formation

Grade 12 / Senior Certificate

Outils

Sales Software

Description du poste

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 Adviser 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.

Key Skills and Competencies

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 & Requirements

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

Closing Date

Closing Date 29 November 2026 , 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.

Old Mutual Story

The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.